TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$815M
This Quarter Return
-2.16%
1 Year Return
+24.43%
3 Year Return
+105.99%
5 Year Return
+225.31%
10 Year Return
–
AUM
$505M
AUM Growth
+$505M
(+3.1%)
Cap. Flow
+$38.9M
Cap. Flow
% of AUM
7.7%
Top 10 Holdings %
Top 10 Hldgs %
45.3%
Holding
287
New
44
Increased
137
Reduced
81
Closed
21
Top Buys
| 1 |
Delta Air Lines
DAL
|
$5.4M |
| 2 |
Amazon
AMZN
|
$5.06M |
| 3 |
Apple
AAPL
|
$5.04M |
| 4 |
Devon Energy
DVN
|
$4.71M |
| 5 |
Diamondback Energy
FANG
|
$3.39M |
Top Sells
| 1 |
VanEck Oil Services ETF
OIH
|
$3.98M |
| 2 |
BHP
BHP
|
$3.68M |
| 3 |
Invesco S&P 500 High Beta ETF
SPHB
|
$3.18M |
| 4 |
Rio Tinto
RIO
|
$1.62M |
| 5 |
Fiverr
FVRR
|
$1.52M |
Sector Composition
| 1 | Technology | 30.33% |
| 2 | Consumer Discretionary | 12.01% |
| 3 | Financials | 10.18% |
| 4 | Communication Services | 9.96% |
| 5 | Energy | 6.14% |
