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
$421M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.15M
3
+$4.09M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.25M
5
AAPL icon
Apple
AAPL
+$3.14M

Top Sells

1
+$2.12M
2
+$2.12M
3
+$1.54M
4
CRWD icon
CrowdStrike
CRWD
+$1.01M
5
CCL icon
Carnival Corp
CCL
+$948K

Sector Composition

1 Technology 31.82%
2 Communication Services 16.33%
3 Consumer Discretionary 9.79%
4 Financials 8.75%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$486K 0.12%
3,989
+43
127
$475K 0.11%
2,066
+14
128
$473K 0.11%
9,651
-267
129
$466K 0.11%
11,296
-1,806
130
$465K 0.11%
+14,754
131
$454K 0.11%
27,410
-400
132
$453K 0.11%
3,778
-521
133
$441K 0.1%
4,538
+214
134
$436K 0.1%
12,038
-2,241
135
$436K 0.1%
1,944
-386
136
$433K 0.1%
16,976
+7,326
137
$431K 0.1%
8,595
-3,651
138
$423K 0.1%
4,965
+668
139
$420K 0.1%
10,991
-702
140
$416K 0.1%
+2,170
141
$415K 0.1%
7,126
+673
142
$407K 0.1%
2,670
+473
143
$405K 0.1%
3,457
+60
144
$391K 0.09%
+2,350
145
$375K 0.09%
8,757
+2,757
146
$363K 0.09%
1,021
-320
147
$360K 0.09%
11,289
-522
148
$359K 0.09%
+9,761
149
$358K 0.09%
1,315
+116
150
$351K 0.08%
5,885
+5
4 5
6
7 8