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
$544M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.66M
3
+$3.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.82M
5
AZO icon
AutoZone
AZO
+$2.66M

Top Sells

1
+$7.95M
2
+$4.86M
3
+$4.31M
4
AAPL icon
Apple
AAPL
+$3.8M
5
DAL icon
Delta Air Lines
DAL
+$3.68M

Sector Composition

1 Technology 34.02%
2 Consumer Discretionary 10.17%
3 Energy 8.77%
4 Financials 8.45%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.21%
4,605
-14
102
$1.16M 0.21%
55,120
+1,208
103
$1.13M 0.21%
4,492
-2,584
104
$1.12M 0.21%
+2,609
105
$1.12M 0.21%
6,496
-169
106
$1.11M 0.2%
+15,230
107
$1.1M 0.2%
+30,123
108
$1.1M 0.2%
+19,572
109
$1.1M 0.2%
7,543
+198
110
$1.09M 0.2%
+17,025
111
$1.09M 0.2%
+14,987
112
$1.07M 0.2%
+6,826
113
$1.06M 0.2%
+4,636
114
$1.05M 0.19%
11,077
-4,587
115
$1.04M 0.19%
19,531
-6,794
116
$1.03M 0.19%
4,095
+2,694
117
$1.03M 0.19%
7,573
+6,217
118
$1.03M 0.19%
4,793
-559
119
$1.01M 0.19%
9,364
+5,195
120
$1.01M 0.19%
9,427
+34
121
$1.01M 0.19%
14,692
-1,281
122
$1M 0.18%
+8,754
123
$998K 0.18%
4,874
+15
124
$996K 0.18%
23,707
+2,857
125
$976K 0.18%
+18,705
3 4
5
6 7