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
$721M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.3M
3
+$11.9M
4
JPME icon
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
+$11.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Top Sells

1
+$13.4M
2
+$11.8M
3
+$10.6M
4
LLY icon
Eli Lilly
LLY
+$9.24M
5
FANG icon
Diamondback Energy
FANG
+$9.19M

Sector Composition

1 Technology 28.91%
2 Industrials 8.04%
3 Communication Services 7.57%
4 Consumer Discretionary 6.67%
5 Energy 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$507K 0.07%
2,552
-16,985
102
$500K 0.07%
1,941
-5,120
103
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22,243
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105
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106
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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
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1,347
-8,027
115
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116
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118
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63,515
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119
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120
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121
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122
$322K 0.04%
+7,000
123
$320K 0.04%
7,877
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124
$319K 0.04%
1,840
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125
$317K 0.04%
21,771
-329
3 4
5
6 7