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
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22,247
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127
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3,235
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128
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$282K 0.05%
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$272K 0.05%
1,696
-50