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
$421M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.15M
3
+$4.09M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.25M
5
AAPL icon
Apple
AAPL
+$3.14M

Top Sells

1
+$2.12M
2
+$2.12M
3
+$1.54M
4
CRWD icon
CrowdStrike
CRWD
+$1.01M
5
CCL icon
Carnival Corp
CCL
+$948K

Sector Composition

1 Technology 31.82%
2 Communication Services 16.33%
3 Consumer Discretionary 9.79%
4 Financials 8.75%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$761K 0.18%
20,481
+1,712
102
$753K 0.18%
5,077
-421
103
$695K 0.17%
5,063
-448
104
$688K 0.16%
1,944
+384
105
$687K 0.16%
6,425
+3,970
106
$680K 0.16%
7,869
-1,755
107
$674K 0.16%
15,609
+114
108
$673K 0.16%
9,910
-279
109
$654K 0.16%
6,844
-254
110
$641K 0.15%
2,724
-6,525
111
$640K 0.15%
19,930
-1,527
112
$630K 0.15%
+1,588
113
$594K 0.14%
17,945
-307
114
$576K 0.14%
14,346
-2,357
115
$572K 0.14%
2,699
-4,781
116
$543K 0.13%
11,945
-2,402
117
$543K 0.13%
2,045
+41
118
$537K 0.13%
8,908
+995
119
$536K 0.13%
+21,063
120
$531K 0.13%
6,800
+47
121
$509K 0.12%
8,814
-52
122
$507K 0.12%
+4,605
123
$502K 0.12%
9,086
+293
124
$495K 0.12%
11,055
+3,131
125
$494K 0.12%
79,917
-13,344
3 4
5
6 7