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
$768M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.47M
3
+$8.03M
4
AMZN icon
Amazon
AMZN
+$7.03M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$6.62M

Top Sells

1
+$12.9M
2
+$12.4M
3
+$9.6M
4
WMB icon
Williams Companies
WMB
+$3.66M
5
ZS icon
Zscaler
ZS
+$3.17M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 10.12%
3 Communication Services 8.1%
4 Industrials 7.59%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$569K 0.07%
+6,272
102
$562K 0.07%
19,243
-2,749
103
$544K 0.07%
10,401
+139
104
$520K 0.07%
26,558
-38,999
105
$503K 0.07%
+4,559
106
$501K 0.07%
21,983
-260
107
$498K 0.06%
+9,250
108
$491K 0.06%
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-10
109
$484K 0.06%
946
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110
$483K 0.06%
13,035
+286
111
$473K 0.06%
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112
$472K 0.06%
4,494
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113
$471K 0.06%
5,183
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114
$442K 0.06%
3,054
-210
115
$440K 0.06%
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116
$439K 0.06%
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117
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118
$404K 0.05%
1,208
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119
$397K 0.05%
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120
$395K 0.05%
4,609
-130
121
$387K 0.05%
2,196
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122
$383K 0.05%
7,038
-343
123
$383K 0.05%
4,452
-1,625
124
$376K 0.05%
2,694
-2,535
125
$369K 0.05%
3,057
-4,392
3 4
5
6 7