TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 28.14%
This Quarter Est. Return
1 Year Est. Return
+28.14%
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
+$40.7M
2
+$31.2M
3
+$19.9M
4
PWR icon
Quanta Services
PWR
+$16.3M
5
GS icon
Goldman Sachs
GS
+$16.2M

Top Sells

1
+$21.6M
2
+$20.6M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
ANET icon
Arista Networks
ANET
+$18.2M

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 0.07%
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 0.06%
4,066
-126,690
110
$548K 0.06%
9,341
-728
111
$539K 0.06%
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
$466K 0.05%
2,559
+164
117
$465K 0.05%
7,448
-133
118
$461K 0.05%
4,835
-77
119
$460K 0.05%
9,415
+785
120
$460K 0.05%
3,210
+220
121
$459K 0.05%
4,476
+12
122
$458K 0.05%
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