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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$924K 0.18%
9,393
-4
102
$921K 0.18%
38,322
+46
103
$884K 0.17%
16,363
-1,728
104
$871K 0.17%
34,702
+1,856
105
$867K 0.17%
38,544
-2,421
106
$865K 0.17%
21,129
-2,308
107
$861K 0.17%
32,978
+11,376
108
$855K 0.17%
5,684
+781
109
$836K 0.17%
14,725
+767
110
$831K 0.16%
3,216
+852
111
$818K 0.16%
7,606
+979
112
$816K 0.16%
+21,747
113
$813K 0.16%
20,850
+14,760
114
$792K 0.16%
4,082
+2,337
115
$785K 0.16%
55,572
+9,177
116
$785K 0.16%
3,430
+746
117
$776K 0.15%
4,931
-189
118
$763K 0.15%
12,430
-488
119
$724K 0.14%
305
-19
120
$681K 0.13%
7,045
-9,724
121
$679K 0.13%
11,300
+706
122
$679K 0.13%
8,383
+1,736
123
$677K 0.13%
1,687
+480
124
$670K 0.13%
69,896
+4,317
125
$666K 0.13%
11,080
+725
3 4
5
6 7