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
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$40.1M
2 +$11.5M
3 +$10.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.88M
5
TJX icon
TJX Companies
TJX
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.3%
2 Financials 20.69%
3 Communication Services 7.61%
4 Consumer Discretionary 5.37%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$224K 0.13%
+5,620
102
$221K 0.13%
+5,854
103
$218K 0.13%
+4,040
104
$216K 0.13%
+2,860
105
$213K 0.13%
+1,979
106
$207K 0.12%
+3,868
107
$204K 0.12%
+4,589
108
$202K 0.12%
+5,109