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
$613M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.53M
3
+$5.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
KLAC icon
KLA
KLAC
+$3.57M

Top Sells

1
+$6.39M
2
+$5.87M
3
+$5.23M
4
HUM icon
Humana
HUM
+$4.75M
5
OXY icon
Occidental Petroleum
OXY
+$4.48M

Sector Composition

1 Technology 38.09%
2 Energy 13.58%
3 Consumer Discretionary 4.25%
4 Financials 3.92%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$515K 0.08%
8,840
+2,459
127
$508K 0.08%
4,936
-8,793
128
$507K 0.08%
1,468
-314
129
$486K 0.08%
4,396
-273
130
$484K 0.08%
9,605
-126,924
131
$480K 0.08%
1,174
+109
132
$480K 0.08%
2,039
+33
133
$476K 0.08%
8,937
+759
134
$472K 0.08%
8,304
+310
135
$461K 0.08%
6,096
-12
136
$460K 0.08%
3,294
-296
137
$455K 0.07%
2,684
+126
138
$451K 0.07%
13,603
+3,078
139
$438K 0.07%
2,639
+116
140
$405K 0.07%
2,360
+1,063
141
$404K 0.07%
1,900
+972
142
$387K 0.06%
6,390
-420
143
$387K 0.06%
7,767
-2,150
144
$370K 0.06%
8,809
+1,006
145
$370K 0.06%
2,550
+373
146
$359K 0.06%
23,895
+1,206
147
$357K 0.06%
+7,679
148
$356K 0.06%
25,668
-1,065
149
$352K 0.06%
2,139
+59
150
$350K 0.06%
7,075
+24
4 5
6
7 8