TFA

Teamwork Financial Advisors Portfolio holdings

AUM $900M
1-Year Est. Return 34.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.54M
3
+$4.64M
4
DIS icon
Walt Disney
DIS
+$3.34M
5
EPD icon
Enterprise Products Partners
EPD
+$3.03M

Top Sells

1
+$3.07M
2
+$2.99M
3
+$1.99M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.44M
5
BLK icon
Blackrock
BLK
+$1.02M

Sector Composition

1 Technology 33.1%
2 Financials 17.04%
3 Communication Services 12.49%
4 Consumer Discretionary 6.44%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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138
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139
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-8,437
2 3 4 5
6