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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

Sector Composition

1 Technology 30.33%
2 Consumer Discretionary 12.01%
3 Financials 10.18%
4 Communication Services 9.96%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$652K 0.13%
26,052
+3,776
127
$650K 0.13%
1,311
-35
128
$648K 0.13%
10,453
+461
129
$646K 0.13%
12,766
+275
130
$636K 0.13%
7,833
+400
131
$634K 0.13%
10,436
-20,096
132
$629K 0.12%
12,781
+647
133
$624K 0.12%
3,553
-129
134
$612K 0.12%
984
-213
135
$608K 0.12%
+1,921
136
$604K 0.12%
5,320
+2,051
137
$602K 0.12%
16,316
+897
138
$590K 0.12%
8,076
-387
139
$587K 0.12%
19,609
+11,729
140
$585K 0.12%
1,782
-410
141
$583K 0.12%
4,386
-222
142
$580K 0.11%
+10,895
143
$576K 0.11%
12,408
+309
144
$572K 0.11%
11,381
+755
145
$563K 0.11%
12,235
+732
146
$562K 0.11%
1,656
+493
147
$562K 0.11%
17,970
+9,242
148
$556K 0.11%
8,677
-371
149
$543K 0.11%
18,007
+1,200
150
$539K 0.11%
16,314
-485
4 5
6
7 8