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
$721M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.3M
3
+$11.9M
4
JPME icon
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
+$11.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Top Sells

1
+$13.4M
2
+$11.8M
3
+$10.6M
4
LLY icon
Eli Lilly
LLY
+$9.24M
5
FANG icon
Diamondback Energy
FANG
+$9.19M

Sector Composition

1 Technology 28.91%
2 Industrials 8.04%
3 Communication Services 7.57%
4 Consumer Discretionary 6.67%
5 Energy 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$316K 0.04%
6,160
+18
127
$313K 0.04%
2,756
+304
128
$312K 0.04%
2,960
-16,450
129
$310K 0.04%
+4,750
130
$302K 0.04%
3,302
-273
131
$292K 0.04%
+8,800
132
$282K 0.04%
+591
133
$281K 0.04%
489
+56
134
$272K 0.04%
672
-19
135
$270K 0.04%
+5,027
136
$269K 0.04%
+8,800
137
$262K 0.04%
+2,500
138
$261K 0.04%
922
+62
139
$250K 0.03%
+2,700
140
$245K 0.03%
2,020
-160
141
$245K 0.03%
13,096
-4,848
142
$243K 0.03%
+11,627
143
$233K 0.03%
4,116
-23,657
144
$232K 0.03%
8,679
-405
145
$226K 0.03%
238
-33
146
$223K 0.03%
580
+32
147
$217K 0.03%
+5,942
148
$217K 0.03%
+2,414
149
$214K 0.03%
+4,100
150
$211K 0.03%
+1,103
3 4 5
6
7