TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 29.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$31.1M
3
+$18.6M
4
PGR icon
Progressive
PGR
+$14.5M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$14.3M

Top Sells

1
+$20.8M
2
+$19.1M
3
+$18.3M
4
TSLA icon
Tesla
TSLA
+$17.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M

Sector Composition

1 Technology 20.07%
2 Financials 10.77%
3 Industrials 7.73%
4 Communication Services 7.52%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$632K 0.08%
21,839
-324
102
$595K 0.07%
3,208
-50,231
103
$595K 0.07%
20,235
-1,840
104
$587K 0.07%
2,855
-330
105
$582K 0.07%
9,983
-1,001
106
$577K 0.07%
552
-506
107
$573K 0.07%
+1,202
108
$572K 0.07%
3,780
-5
109
$548K 0.07%
4,066
-126,690
110
$548K 0.07%
9,341
-728
111
$539K 0.07%
1,718
-856
112
$514K 0.06%
4,559
113
$509K 0.06%
1,821
-331
114
$506K 0.06%
3,799
+515
115
$495K 0.06%
18,605
-1,375
116
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2,559
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117
$465K 0.06%
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118
$461K 0.06%
4,835
-77
119
$460K 0.06%
9,415
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120
$460K 0.06%
3,210
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121
$459K 0.06%
4,476
+12
122
$458K 0.06%
18,500
+9,390
123
$442K 0.05%
2,109
+355
124
$429K 0.05%
694
+205
125
$411K 0.05%
22,676
-1,130
3 4
5
6 7