TFA

Teamwork Financial Advisors Portfolio holdings

AUM $918M
1-Year Est. Return 32.43%
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11.3M
3
+$10.9M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$10.7M
5
JPM icon
JPMorgan Chase
JPM
+$9.68M

Top Sells

1
+$64.1M
2
+$16.3M
3
+$13.1M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.8M

Sector Composition

1 Technology 36.32%
2 Consumer Discretionary 7.46%
3 Communication Services 7.11%
4 Energy 6.47%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.16%
703
-163
77
$998K 0.15%
19,845
-15,083
78
$978K 0.15%
8,849
+6,413
79
$915K 0.14%
4,393
-188
80
$886K 0.14%
1,210
+153
81
$871K 0.13%
20,691
+5,111
82
$846K 0.13%
4,132
+42
83
$831K 0.13%
10,419
-331
84
$799K 0.12%
11,922
+847
85
$794K 0.12%
4,914
+1,438
86
$788K 0.12%
2,771
-734
87
$741K 0.11%
4,975
+141
88
$733K 0.11%
11,274
-10,382
89
$699K 0.11%
6,325
-35
90
$651K 0.1%
7,108
-9,942
91
$646K 0.1%
1,802
+616
92
$637K 0.1%
3,763
-1,045
93
$629K 0.1%
9,584
+5,917
94
$620K 0.1%
1,253
-219
95
$597K 0.09%
2,276
-5,248
96
$592K 0.09%
5,559
-1,218
97
$589K 0.09%
11,149
-899
98
$582K 0.09%
4,706
+2,786
99
$580K 0.09%
1,014
+596
100
$570K 0.09%
3,043
-265
2 3
4
5 6