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
$768M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.47M
3
+$8.03M
4
AMZN icon
Amazon
AMZN
+$7.03M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$6.62M

Top Sells

1
+$12.9M
2
+$12.4M
3
+$9.6M
4
WMB icon
Williams Companies
WMB
+$3.66M
5
ZS icon
Zscaler
ZS
+$3.17M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 10.12%
3 Communication Services 8.1%
4 Industrials 7.59%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.18%
17,935
+3,068
77
$1.24M 0.16%
11,085
-5,426
78
$1.23M 0.16%
9,790
+3,520
79
$1.22M 0.16%
9,042
+2,401
80
$1.2M 0.16%
+45,387
81
$1.2M 0.16%
39,480
-7,080
82
$1.14M 0.15%
+10,783
83
$1.1M 0.14%
+110,633
84
$1.09M 0.14%
2,717
-7,378
85
$997K 0.13%
+11,849
86
$947K 0.12%
15,699
-5,624
87
$926K 0.12%
14,865
-6,213
88
$925K 0.12%
12,227
-7,997
89
$879K 0.11%
1,493
+54
90
$866K 0.11%
7,064
-2,252
91
$820K 0.11%
482
+23
92
$795K 0.1%
4,408
-17,595
93
$698K 0.09%
2,411
+149
94
$683K 0.09%
3,107
-3,703
95
$672K 0.09%
871
-393
96
$667K 0.09%
+17,618
97
$621K 0.08%
6,875
-1,067
98
$612K 0.08%
6,965
-355
99
$608K 0.08%
22,178
-7,390
100
$603K 0.08%
23,020
-19,115
2 3
4
5 6