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
$323M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.39M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$3.68M
5
MELI icon
Mercado Libre
MELI
+$2.89M

Top Sells

1
+$4.16M
2
+$3.26M
3
+$2.56M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M
5
EPD icon
Enterprise Products Partners
EPD
+$1.91M

Sector Composition

1 Technology 33.45%
2 Communication Services 13.25%
3 Financials 8.75%
4 Consumer Discretionary 8.73%
5 Real Estate 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$440K 0.14%
3,418
-1,138
127
$416K 0.13%
9,918
-1,591
128
$414K 0.13%
4,324
-1,068
129
$407K 0.13%
17,331
-9,907
130
$404K 0.13%
+22,055
131
$394K 0.12%
3,397
+903
132
$383K 0.12%
11,693
+506
133
$376K 0.12%
+13,731
134
$357K 0.11%
6,453
-548
135
$337K 0.1%
+1,199
136
$332K 0.1%
11,811
-688
137
$327K 0.1%
3,568
+1,300
138
$325K 0.1%
27,810
+12,186
139
$316K 0.1%
4,297
+939
140
$315K 0.1%
7,924
-7,725
141
$314K 0.1%
15,422
+1,087
142
$299K 0.09%
3,104
-7,677
143
$294K 0.09%
893
-884
144
$289K 0.09%
3,325
145
$288K 0.09%
1,218
+156
146
$287K 0.09%
900
147
$280K 0.09%
10,760
-283
148
$277K 0.09%
1,322
-132
149
$274K 0.08%
+5,880
150
$274K 0.08%
+2,660
4 5
6
7 8