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
$279M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.5M
3
+$3.33M
4
MELI icon
Mercado Libre
MELI
+$2.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.47M

Top Sells

1
+$3.17M
2
+$3.15M
3
+$2.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M
5
SHOP icon
Shopify
SHOP
+$1.86M

Sector Composition

1 Technology 32.72%
2 Financials 12.77%
3 Communication Services 11.25%
4 Consumer Discretionary 6.84%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$550K 0.2%
77,305
-75,396
102
$548K 0.2%
7,222
+472
103
$534K 0.19%
+4,556
104
$527K 0.19%
+15,104
105
$522K 0.19%
+31,764
106
$515K 0.18%
1,412
+274
107
$514K 0.18%
11,441
+4,411
108
$513K 0.18%
+5,392
109
$512K 0.18%
+8,883
110
$499K 0.18%
3,572
-897
111
$498K 0.18%
6,743
+558
112
$498K 0.18%
2,112
-56
113
$473K 0.17%
+4,504
114
$467K 0.17%
+6,499
115
$458K 0.16%
4,322
-4,510
116
$458K 0.16%
+9,023
117
$445K 0.16%
+6,246
118
$440K 0.16%
4,971
-81
119
$439K 0.16%
+8,787
120
$432K 0.15%
+6,000
121
$421K 0.15%
+11,509
122
$419K 0.15%
2,898
+113
123
$408K 0.15%
+9,128
124
$402K 0.14%
+1,443
125
$400K 0.14%
+4,814
3 4
5
6 7