TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$815M
This Quarter Return
+18.78%
1 Year Return
+24.43%
3 Year Return
+105.99%
5 Year Return
+225.31%
10 Year Return
–
AUM
$323M
AUM Growth
+$323M
(+16%)
Cap. Flow
+$61.1M
Cap. Flow
% of AUM
18.94%
Top 10 Holdings %
Top 10 Hldgs %
52.02%
Holding
215
New
30
Increased
63
Reduced
82
Closed
38
Top Buys
| 1 |
Apple
AAPL
|
$56.6M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$10.7M |
| 3 |
Pinterest
PINS
|
$7.39M |
| 4 |
Simon Property Group
SPG
|
$4.93M |
| 5 |
Mercado Libre
MELI
|
$2.89M |
Top Sells
| 1 |
Walt Disney
DIS
|
$4.16M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$3.26M |
| 3 |
AYX
Alteryx, Inc.
AYX
|
$2.56M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.28M |
| 5 |
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% |
