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
$279M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.5M
3
+$3.33M
4
MELI icon
Mercado Libre
MELI
+$2.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.47M

Top Sells

1
+$3.17M
2
+$3.15M
3
+$2.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M
5
SHOP icon
Shopify
SHOP
+$1.86M

Sector Composition

1 Technology 32.72%
2 Financials 12.77%
3 Communication Services 11.25%
4 Consumer Discretionary 6.84%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$395K 0.14%
+21,000
127
$392K 0.14%
+14,307
128
$388K 0.14%
+7,795
129
$383K 0.14%
764
+96
130
$381K 0.14%
6,485
-1,288
131
$367K 0.13%
+3,289
132
$365K 0.13%
+15,303
133
$363K 0.13%
+8,461
134
$362K 0.13%
2,227
-1,729
135
$362K 0.13%
+7,001
136
$339K 0.12%
11,187
-5,958
137
$332K 0.12%
12,499
-27,834
138
$326K 0.12%
+4,920
139
$323K 0.12%
33,894
+13,894
140
$315K 0.11%
9,848
-14,394
141
$312K 0.11%
+9,170
142
$304K 0.11%
+2,491
143
$298K 0.11%
+7,324
144
$297K 0.11%
+5,680
145
$296K 0.11%
+3,766
146
$292K 0.1%
14,335
-4,111
147
$290K 0.1%
3,325
148
$289K 0.1%
8,334
-53,004
149
$288K 0.1%
+6,035
150
$288K 0.1%
+2,494
4 5
6
7 8