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
+109
129
$490K 0.08%
1,065
-24
130
$487K 0.08%
9,452
-20,583
131
$477K 0.08%
7,994
-122
132
$474K 0.08%
2,558
-1,930
133
$448K 0.07%
4,329
-943
134
$434K 0.07%
6,810
-6,210
135
$428K 0.07%
8,178
-294
136
$403K 0.07%
2,080
-3,679
137
$394K 0.06%
2,403
-24,739
138
$384K 0.06%
2,523
+752
139
$381K 0.06%
41,152
+6,350
140
$380K 0.06%
3,812
-25
141
$376K 0.06%
11,961
-3,106
142
$371K 0.06%
7,051
+23
143
$362K 0.06%
22,689
-1,108
144
$359K 0.06%
26,733
+38
145
$355K 0.06%
10,525
-588
146
$353K 0.06%
7,803
-399
147
$339K 0.06%
5,561
+717
148
$338K 0.05%
3,347
-197
149
$328K 0.05%
19,657
+2,131
150
$324K 0.05%
52,318
+2,173
4 5
6
7 8