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
$458M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.7M
3
+$6.67M
4
DVN icon
Devon Energy
DVN
+$5.5M
5
ALL icon
Allstate
ALL
+$4.11M

Top Sells

1
+$3.57M
2
+$3.52M
3
+$3.39M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.33M
5
GL icon
Globe Life
GL
+$3.3M

Sector Composition

1 Technology 33.85%
2 Energy 18.47%
3 Financials 8.69%
4 Consumer Staples 4.41%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$519K 0.11%
4,715
-1,429
127
$518K 0.11%
10,619
-467
128
$516K 0.11%
33,213
-1,699
129
$516K 0.11%
6,310
-4,737
130
$512K 0.11%
5,814
+1,109
131
$504K 0.11%
4,740
+977
132
$502K 0.11%
14,306
-213
133
$502K 0.11%
2,595
-13,194
134
$501K 0.11%
9,942
-145
135
$500K 0.11%
1,530
+169
136
$495K 0.11%
18,974
-9,817
137
$488K 0.11%
23,267
-7,033
138
$485K 0.11%
7,671
-25,114
139
$485K 0.11%
18,892
-20,470
140
$481K 0.11%
5,932
-135
141
$468K 0.1%
8,326
+220
142
$460K 0.1%
112,702
+52,415
143
$460K 0.1%
4,872
-12,217
144
$460K 0.1%
+2,048
145
$458K 0.1%
4,371
+1,180
146
$458K 0.1%
1,529
-7,710
147
$447K 0.1%
24,757
-462
148
$442K 0.1%
12,700
+4,531
149
$426K 0.09%
1,350
-2,307
150
$423K 0.09%
8,333
-504
4 5
6
7 8