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
$544M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.66M
3
+$3.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.82M
5
AZO icon
AutoZone
AZO
+$2.66M

Top Sells

1
+$7.95M
2
+$4.86M
3
+$4.31M
4
AAPL icon
Apple
AAPL
+$3.8M
5
DAL icon
Delta Air Lines
DAL
+$3.68M

Sector Composition

1 Technology 34.02%
2 Consumer Discretionary 10.17%
3 Energy 8.77%
4 Financials 8.45%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$966K 0.18%
30,728
+12,758
127
$950K 0.17%
5,469
-215
128
$916K 0.17%
17,305
+6,410
129
$900K 0.17%
36,894
-1,650
130
$885K 0.16%
+7,683
131
$883K 0.16%
3,618
-464
132
$877K 0.16%
8,170
+564
133
$872K 0.16%
34,682
-20
134
$834K 0.15%
14,644
-81
135
$824K 0.15%
+3,092
136
$822K 0.15%
18,072
-3,057
137
$813K 0.15%
57,408
+1,836
138
$798K 0.15%
+8,816
139
$794K 0.15%
4,697
-234
140
$792K 0.15%
+17,756
141
$788K 0.14%
5,223
-97
142
$773K 0.14%
30,208
+4,156
143
$768K 0.14%
+6,985
144
$767K 0.14%
+29,387
145
$758K 0.14%
14,586
-1,777
146
$746K 0.14%
12,188
-3,973
147
$742K 0.14%
4,906
+2,985
148
$742K 0.14%
7,677
-706
149
$738K 0.14%
39,715
-8,494
150
$732K 0.13%
1,764
-18
4 5
6
7 8