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
$615M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$6.77M
3 +$6.74M
4
AMZN icon
Amazon
AMZN
+$6.12M
5
ON icon
ON Semiconductor
ON
+$6.03M

Top Sells

1 +$6.92M
2 +$5.45M
3 +$4.61M
4
JCI icon
Johnson Controls International
JCI
+$4.4M
5
NUE icon
Nucor
NUE
+$4.06M

Sector Composition

1 Technology 37.55%
2 Energy 12.7%
3 Financials 4.33%
4 Consumer Discretionary 4.17%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$512K 0.08%
4,908
-11
127
$495K 0.08%
9,917
-17,965
128
$491K 0.08%
2,006
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130
$487K 0.08%
9,452
-20,583
131
$477K 0.08%
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-122
132
$474K 0.08%
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133
$448K 0.07%
4,329
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134
$434K 0.07%
6,810
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135
$428K 0.07%
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136
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$394K 0.06%
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138
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2,523
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139
$381K 0.06%
41,152
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140
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$371K 0.06%
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$359K 0.06%
26,733
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145
$355K 0.06%
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$353K 0.06%
7,803
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147
$339K 0.06%
5,561
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148
$338K 0.05%
3,347
-197
149
$328K 0.05%
19,657
+2,131
150
$324K 0.05%
52,318
+2,173