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
$464M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.62M
3
+$4.53M
4
AMZN icon
Amazon
AMZN
+$4.45M
5
TSLA icon
Tesla
TSLA
+$4.13M

Top Sells

1
+$3.61M
2
+$3.54M
3
+$3.52M
4
WRB icon
W.R. Berkley
WRB
+$2.9M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 33.11%
2 Energy 17.01%
3 Financials 6.86%
4 Consumer Discretionary 5.61%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$612K 0.13%
8,123
-4,950
102
$597K 0.13%
13,406
-7,502
103
$596K 0.13%
+9,095
104
$565K 0.12%
10,733
+114
105
$556K 0.12%
+11,738
106
$556K 0.12%
60,670
+40,415
107
$550K 0.12%
5,003
+288
108
$539K 0.12%
11,694
+504
109
$532K 0.11%
3,207
+1,281
110
$517K 0.11%
4,863
+411
111
$516K 0.11%
26,469
+30
112
$506K 0.11%
13,127
-9,260
113
$505K 0.11%
2,480
-115
114
$502K 0.11%
11,664
-67,494
115
$500K 0.11%
8,957
-762
116
$495K 0.11%
13,784
-70,036
117
$491K 0.11%
5,380
-1,299
118
$487K 0.11%
4,758
+6
119
$483K 0.1%
+10,241
120
$474K 0.1%
6,857
-1,284
121
$470K 0.1%
8,153
-2,012
122
$469K 0.1%
13,224
+1,032
123
$467K 0.1%
4,550
+179
124
$465K 0.1%
20,607
-4,295
125
$460K 0.1%
9,197
+871
3 4
5
6 7