TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 28.14%
This Quarter Est. Return
1 Year Est. Return
+28.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$31.2M
3
+$19.9M
4
PWR icon
Quanta Services
PWR
+$16.3M
5
GS icon
Goldman Sachs
GS
+$16.2M

Top Sells

1
+$21.6M
2
+$20.6M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
ANET icon
Arista Networks
ANET
+$18.2M

Sector Composition

1 Technology 20.07%
2 Financials 10.77%
3 Industrials 7.73%
4 Communication Services 7.52%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.18%
+855
77
$1.56M 0.18%
64,438
+14,398
78
$1.42M 0.16%
935
-11,266
79
$1.41M 0.16%
4,509
+3,938
80
$1.37M 0.16%
7,485
-1,795
81
$1.33M 0.15%
+72,845
82
$1.31M 0.15%
4,801
+11
83
$1.28M 0.15%
17,614
+4,484
84
$1.27M 0.15%
18,388
-13,495
85
$1.26M 0.15%
17,451
-5,812
86
$1.19M 0.14%
2,154
-14
87
$1.19M 0.14%
38,289
-1,033
88
$1.13M 0.13%
9,620
-517
89
$1.13M 0.13%
431
-23
90
$996K 0.12%
15,582
+1,713
91
$979K 0.11%
16,990
-414
92
$913K 0.11%
1,471
-50
93
$900K 0.1%
3,055
+5
94
$813K 0.09%
18,782
-333
95
$732K 0.08%
4,025
-278
96
$723K 0.08%
19,738
+1,273
97
$722K 0.08%
22,138
+232
98
$675K 0.08%
6,902
+794
99
$655K 0.08%
16,458
-36,920
100
$650K 0.08%
5,946
-1,046
2 3
4
5 6