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
$615M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.77M
3
+$6.74M
4
AMZN icon
Amazon
AMZN
+$6.12M
5
ON icon
ON Semiconductor
ON
+$6.03M

Top Sells

1
+$6.92M
2
+$5.45M
3
+$4.61M
4
JCI icon
Johnson Controls International
JCI
+$4.4M
5
NUE icon
Nucor
NUE
+$4.06M

Sector Composition

1 Technology 37.55%
2 Energy 12.7%
3 Financials 4.33%
4 Consumer Discretionary 4.17%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$714K 0.12%
+4,109
102
$689K 0.11%
+10,532
103
$689K 0.11%
54,222
-1,272
104
$685K 0.11%
29,903
-30,745
105
$671K 0.11%
+12,249
106
$671K 0.11%
21,868
-1,323
107
$660K 0.11%
2,124
-350
108
$659K 0.11%
5,534
-2,076
109
$652K 0.11%
3,937
-79
110
$649K 0.11%
24,175
-10,175
111
$644K 0.1%
15,500
112
$640K 0.1%
5,596
-11,322
113
$639K 0.1%
6,851
-10,238
114
$636K 0.1%
1,181
+20
115
$629K 0.1%
12,150
-16,127
116
$602K 0.1%
871
+22
117
$580K 0.09%
+13,437
118
$569K 0.09%
4,443
-76
119
$566K 0.09%
9,956
-1,353
120
$533K 0.09%
6,108
+241
121
$523K 0.09%
23,403
-1,131
122
$518K 0.08%
11,705
+1,467
123
$518K 0.08%
3,590
-1,190
124
$516K 0.08%
4,669
+172
125
$513K 0.08%
1,782
-1,616
3 4
5
6 7