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
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$5.52M
4
SLB icon
SLB Ltd
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$628K 0.15%
+10,598
127
$625K 0.15%
24,956
+11,478
128
$623K 0.15%
2,040
-5
129
$619K 0.15%
+37,291
130
$608K 0.14%
14,763
+3,467
131
$588K 0.14%
6,593
-251
132
$572K 0.13%
74,443
-5,474
133
$568K 0.13%
+2,576
134
$544K 0.13%
11,277
+222
135
$533K 0.13%
+18,241
136
$529K 0.12%
3,072
-1,713
137
$515K 0.12%
12,121
-2,225
138
$514K 0.12%
9,116
+30
139
$507K 0.12%
+8,449
140
$507K 0.12%
4,940
+1,689
141
$504K 0.12%
13,915
+4,154
142
$500K 0.12%
+10,839
143
$490K 0.11%
9,177
-474
144
$485K 0.11%
+3,866
145
$481K 0.11%
+8,093
146
$480K 0.11%
+6,198
147
$471K 0.11%
+5,251
148
$463K 0.11%
14,016
+2,727
149
$454K 0.11%
12,402
+3,790
150
$454K 0.11%
8,301
-13,843
4 5
6
7 8