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
$494M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.52M
3
+$6.51M
4
FCX icon
Freeport-McMoran
FCX
+$6.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$6M

Top Sells

1
+$5M
2
+$4.53M
3
+$4.44M
4
MSFT icon
Microsoft
MSFT
+$4.4M
5
ALL icon
Allstate
ALL
+$4.16M

Sector Composition

1 Technology 28.96%
2 Energy 19.63%
3 Financials 5.97%
4 Consumer Discretionary 4.9%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$661K 0.13%
28,952
-9,686
102
$653K 0.13%
12,218
-1,566
103
$632K 0.13%
+15,500
104
$632K 0.13%
12,673
+4,583
105
$627K 0.13%
52,790
-2,883
106
$599K 0.12%
9,313
+3,232
107
$588K 0.12%
830
-2,338
108
$583K 0.12%
3,992
+512
109
$582K 0.12%
11,252
+519
110
$580K 0.12%
13,706
+4,790
111
$579K 0.12%
17,860
-23,473
112
$564K 0.11%
25,626
-843
113
$560K 0.11%
25,015
+8,836
114
$556K 0.11%
4,149
-95
115
$552K 0.11%
11,640
-98
116
$534K 0.11%
19,731
-876
117
$532K 0.11%
1,165
-572
118
$521K 0.1%
4,431
-122
119
$516K 0.1%
4,891
-3,626
120
$516K 0.1%
12,899
-325
121
$515K 0.1%
2,075
+174
122
$507K 0.1%
7,911
+1,054
123
$502K 0.1%
27,273
+2,016
124
$500K 0.1%
6,531
+500
125
$497K 0.1%
60,665
-5
3 4
5
6 7