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
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$934K 0.19%
40,965
-7,884
102
$928K 0.19%
9,397
+1,887
103
$922K 0.19%
29,734
-17,343
104
$920K 0.19%
7,412
-265
105
$864K 0.18%
20,709
+5,946
106
$836K 0.17%
32,846
+7,890
107
$828K 0.17%
+5,135
108
$816K 0.17%
5,120
-852
109
$800K 0.16%
13,958
-267
110
$799K 0.16%
7,145
-1,799
111
$794K 0.16%
12,918
-67,738
112
$785K 0.16%
+25,111
113
$782K 0.16%
34,283
-20,862
114
$761K 0.16%
4,915
-4,034
115
$756K 0.15%
1,197
-1,717
116
$728K 0.15%
8,463
-569
117
$727K 0.15%
4,903
-104
118
$715K 0.15%
6,627
-268
119
$709K 0.14%
324
-364
120
$702K 0.14%
21,602
+19,414
121
$699K 0.14%
2,192
+152
122
$697K 0.14%
65,579
-8,864
123
$673K 0.14%
7,831
-5,919
124
$663K 0.14%
25,228
-872
125
$662K 0.14%
+46,395
3 4
5
6 7