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
$323M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.39M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$3.68M
5
MELI icon
Mercado Libre
MELI
+$2.89M

Top Sells

1
+$4.16M
2
+$3.26M
3
+$2.56M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M
5
EPD icon
Enterprise Products Partners
EPD
+$1.91M

Sector Composition

1 Technology 33.45%
2 Communication Services 13.25%
3 Financials 8.75%
4 Consumer Discretionary 8.73%
5 Real Estate 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$631K 0.2%
14,347
+5,886
102
$614K 0.19%
12,246
+3,459
103
$614K 0.19%
8,139
+5,235
104
$580K 0.18%
+18,252
105
$564K 0.17%
16,703
+1,599
106
$563K 0.17%
2,330
-3,383
107
$556K 0.17%
2,004
-772
108
$549K 0.17%
22,175
-7,000
109
$548K 0.17%
2,501
+1,431
110
$543K 0.17%
15,495
-8,462
111
$535K 0.17%
6,753
+10
112
$532K 0.16%
21,837
+6,534
113
$524K 0.16%
4,299
+1,808
114
$521K 0.16%
2,052
-60
115
$517K 0.16%
13,102
+6,268
116
$516K 0.16%
+2,913
117
$514K 0.16%
1,341
-71
118
$514K 0.16%
14,279
+5,109
119
$505K 0.16%
93,261
+15,956
120
$500K 0.15%
5,511
-9,357
121
$486K 0.15%
1,560
+117
122
$466K 0.14%
7,913
-970
123
$466K 0.14%
8,866
+1,071
124
$448K 0.14%
3,946
-22,570
125
$441K 0.14%
8,793
-2,648
3 4
5
6 7