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
$464M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.62M
3
+$4.53M
4
AMZN icon
Amazon
AMZN
+$4.45M
5
TSLA icon
Tesla
TSLA
+$4.13M

Top Sells

1
+$3.61M
2
+$3.54M
3
+$3.52M
4
WRB icon
W.R. Berkley
WRB
+$2.9M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 33.11%
2 Energy 17.01%
3 Financials 6.86%
4 Consumer Discretionary 5.61%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$457K 0.1%
3,480
+1,173
127
$454K 0.1%
6,376
-658
128
$453K 0.1%
4,560
-4,282
129
$433K 0.09%
+3,663
130
$425K 0.09%
1,901
-326
131
$422K 0.09%
7,256
-2,321
132
$421K 0.09%
5,299
-9,669
133
$420K 0.09%
13,391
-5,583
134
$420K 0.09%
13,404
+704
135
$417K 0.09%
4,552
-4,312
136
$412K 0.09%
6,031
+99
137
$411K 0.09%
+814
138
$409K 0.09%
4,553
+392
139
$401K 0.09%
10,570
+2,237
140
$387K 0.08%
25,257
+1,990
141
$384K 0.08%
8,081
+557
142
$381K 0.08%
114,273
+1,571
143
$380K 0.08%
8,787
-489
144
$377K 0.08%
4,326
+187
145
$377K 0.08%
+16,179
146
$377K 0.08%
5,198
-2,761
147
$376K 0.08%
+8,916
148
$375K 0.08%
+6,081
149
$373K 0.08%
10,644
-459
150
$372K 0.08%
+16,859
4 5
6
7 8