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
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$5.52M
4
SLB icon
SLB Limited
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$907K 0.21%
7,677
+436
102
$881K 0.21%
+34,552
103
$878K 0.21%
6,753
-5,246
104
$874K 0.21%
+7,228
105
$861K 0.2%
9,636
-729
106
$846K 0.2%
+3,648
107
$843K 0.2%
12,676
-1,457
108
$827K 0.19%
6,236
+3,566
109
$803K 0.19%
14,225
-3,399
110
$749K 0.18%
9,032
+5,043
111
$743K 0.17%
6,895
-436
112
$742K 0.17%
23,226
+3,296
113
$735K 0.17%
+14,115
114
$732K 0.17%
+28,906
115
$732K 0.17%
4,013
+1,314
116
$726K 0.17%
14,211
-2,732
117
$714K 0.17%
+35,824
118
$711K 0.17%
4,421
-632
119
$708K 0.17%
5,007
-70
120
$701K 0.16%
+11,459
121
$688K 0.16%
7,510
-1,777
122
$673K 0.16%
27,016
-14,420
123
$670K 0.16%
+26,100
124
$643K 0.15%
15,104
-505
125
$639K 0.15%
2,868
+144
3 4
5
6 7