TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$815M
This Quarter Return
-15.65%
1 Year Return
+24.43%
3 Year Return
+105.99%
5 Year Return
+225.31%
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(-3.5%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
13.24%
Top 10 Holdings %
Top 10 Hldgs %
54.09%
Holding
139
New
31
Increased
38
Reduced
43
Closed
27
Top Buys
| 1 |
Pinterest
PINS
|
$4.4M |
| 2 |
Trade Desk
TTD
|
$4.22M |
| 3 |
Apple
AAPL
|
$4.01M |
| 4 |
Walt Disney
DIS
|
$2.55M |
| 5 |
Shopify
SHOP
|
$2.32M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.11M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.57M |
| 3 |
Twilio
TWLO
|
$1.62M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$1.59M |
| 5 |
Blackrock
BLK
|
$910K |
Sector Composition
| 1 | Technology | 33.1% |
| 2 | Financials | 17.04% |
| 3 | Communication Services | 12.49% |
| 4 | Consumer Discretionary | 6.44% |
| 5 | Consumer Staples | 4.02% |
