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
$726M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.4M
3
+$19.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$18.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.6M

Top Sells

1
+$18.1M
2
+$16.3M
3
+$13.2M
4
JPME icon
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
+$12.5M
5
GWW icon
W.W. Grainger
GWW
+$12.4M

Sector Composition

1 Technology 23.69%
2 Financials 8.98%
3 Consumer Discretionary 8.91%
4 Communication Services 6.61%
5 Industrials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$545K 0.07%
19,980
-3,040
102
$536K 0.07%
6,108
-767
103
$511K 0.07%
2,574
-1,834
104
$508K 0.07%
4,559
105
$507K 0.07%
637
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106
$503K 0.07%
3,924
-3,140
107
$500K 0.07%
2,990
-64
108
$494K 0.07%
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-5
109
$478K 0.06%
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110
$448K 0.06%
8,630
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111
$443K 0.06%
23,806
-2,752
112
$424K 0.06%
+3,284
113
$415K 0.06%
6,944
-204,476
114
$408K 0.05%
4,366
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115
$408K 0.05%
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116
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4,912
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117
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118
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119
$380K 0.05%
2,395
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120
$361K 0.05%
6,183
-8,682
121
$358K 0.05%
1,848
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122
$352K 0.05%
9,408
-367
123
$351K 0.05%
723
-1,994
124
$349K 0.05%
6,173
-177
125
$337K 0.04%
1,665
-50
3 4
5
6 7