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
$494M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.52M
3
+$6.51M
4
FCX icon
Freeport-McMoran
FCX
+$6.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$6M

Top Sells

1
+$5M
2
+$4.53M
3
+$4.44M
4
MSFT icon
Microsoft
MSFT
+$4.4M
5
ALL icon
Allstate
ALL
+$4.16M

Sector Composition

1 Technology 28.96%
2 Energy 19.63%
3 Financials 5.97%
4 Consumer Discretionary 4.9%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$493K 0.1%
4,483
-520
127
$491K 0.1%
7,908
-1,289
128
$491K 0.1%
1,008
-3,451
129
$484K 0.1%
5,247
-25,319
130
$482K 0.1%
7,591
+335
131
$481K 0.1%
5,804
-572
132
$468K 0.09%
4,949
+623
133
$449K 0.09%
9,995
-3,411
134
$446K 0.09%
4,812
+260
135
$443K 0.09%
10,282
+2,213
136
$438K 0.09%
2,044
-162
137
$437K 0.09%
3,755
-805
138
$419K 0.08%
10,807
+163
139
$418K 0.08%
3,113
-6,914
140
$406K 0.08%
4,786
-11,503
141
$398K 0.08%
8,421
-366
142
$397K 0.08%
2,249
+505
143
$394K 0.08%
4,733
-224
144
$389K 0.08%
29,492
+5,450
145
$382K 0.08%
11,252
+271
146
$362K 0.07%
51,724
+3,191
147
$356K 0.07%
10,835
+216
148
$354K 0.07%
13,967
+563
149
$345K 0.07%
12,221
-21,803
150
$340K 0.07%
7,449
-505
4 5
6
7 8