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
$583M
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.55M
3
+$5.31M
4
V icon
Visa
V
+$4.9M
5
ORCL icon
Oracle
ORCL
+$4.72M

Top Sells

1
+$12.5M
2
+$8.46M
3
+$6.67M
4
NOW icon
ServiceNow
NOW
+$6.08M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.87M

Sector Composition

1 Technology 44.12%
2 Energy 11.4%
3 Communication Services 4.89%
4 Consumer Discretionary 4.78%
5 Financials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$509K 0.09%
16,091
-5,176
102
$485K 0.08%
+1,186
103
$480K 0.08%
1,847
-642
104
$456K 0.08%
8,685
-252
105
$440K 0.08%
17,574
-33,608
106
$438K 0.08%
1,748
-291
107
$436K 0.07%
2,021
-118
108
$430K 0.07%
8,271
-569
109
$428K 0.07%
6,765
+375
110
$427K 0.07%
7,249
-5,294
111
$425K 0.07%
937
-237
112
$420K 0.07%
2,471
-213
113
$414K 0.07%
2,435
-115
114
$414K 0.07%
3,799
-1,137
115
$412K 0.07%
+18,180
116
$412K 0.07%
8,233
+1,158
117
$412K 0.07%
10,550
-49,786
118
$411K 0.07%
6,567
-6,170
119
$408K 0.07%
+7,778
120
$407K 0.07%
7,131
-16,162
121
$404K 0.07%
10,026
+1,217
122
$401K 0.07%
5,864
-232
123
$393K 0.07%
5,051
+88
124
$388K 0.07%
1,120
-1,022
125
$382K 0.07%
7,879
+200
3 4
5
6 7