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
$675M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$12.7M
3
+$12.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12M
5
EOG icon
EOG Resources
EOG
+$11.6M

Top Sells

1
+$34.4M
2
+$13.7M
3
+$11.2M
4
KLAC icon
KLA
KLAC
+$10.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.68M

Sector Composition

1 Technology 30.36%
2 Energy 9.52%
3 Consumer Discretionary 8.42%
4 Communication Services 8.27%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.06%
9,131
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102
$368K 0.05%
4,594
-106
103
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104
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106
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642
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107
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108
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109
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110
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111
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112
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113
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114
$299K 0.04%
54,135
-1,853
115
$280K 0.04%
598
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116
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117
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118
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119
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120
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121
$236K 0.04%
433
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122
$235K 0.03%
1,427
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123
$230K 0.03%
860
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124
$224K 0.03%
9,084
-2,331
125
$224K 0.03%
+5,094
3 4
5
6 7