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
$583M
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.55M
3
+$5.31M
4
V icon
Visa
V
+$4.9M
5
ORCL icon
Oracle
ORCL
+$4.72M

Top Sells

1
+$12.5M
2
+$8.46M
3
+$6.67M
4
NOW icon
ServiceNow
NOW
+$6.08M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.87M

Sector Composition

1 Technology 44.12%
2 Energy 11.4%
3 Communication Services 4.89%
4 Consumer Discretionary 4.78%
5 Financials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$373K 0.06%
22,247
-1,648
127
$369K 0.06%
3,235
+1,175
128
$359K 0.06%
1,516
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129
$359K 0.06%
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130
$355K 0.06%
6,066
-25,175
131
$348K 0.06%
5,367
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132
$340K 0.06%
23,031
-2,637
133
$339K 0.06%
10,624
-1,324
134
$335K 0.06%
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-1,276
135
$333K 0.06%
1,957
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136
$332K 0.06%
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-5,019
137
$331K 0.06%
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138
$331K 0.06%
6,592
-278
139
$329K 0.06%
54,929
-2,707
140
$312K 0.05%
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141
$311K 0.05%
3,208
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142
$311K 0.05%
+6,107
143
$301K 0.05%
705
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144
$301K 0.05%
1,830
+30
145
$291K 0.05%
+487
146
$287K 0.05%
2,763
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147
$287K 0.05%
11,330
+778
148
$286K 0.05%
12,249
-11,946
149
$282K 0.05%
2,156
-297
150
$272K 0.05%
1,696
-50
4 5
6
7 8