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
$768M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.47M
3
+$8.03M
4
AMZN icon
Amazon
AMZN
+$7.03M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$6.62M

Top Sells

1
+$12.9M
2
+$12.4M
3
+$9.6M
4
WMB icon
Williams Companies
WMB
+$3.66M
5
ZS icon
Zscaler
ZS
+$3.17M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 10.12%
3 Communication Services 8.1%
4 Industrials 7.59%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$364K 0.05%
6,350
-2,981
127
$363K 0.05%
1,839
-1
128
$362K 0.05%
1,851
+13
129
$355K 0.05%
1,715
-542
130
$342K 0.04%
1,800
131
$328K 0.04%
21,693
-78
132
$323K 0.04%
639
+41
133
$320K 0.04%
9,775
-3,458
134
$313K 0.04%
7,370
-507
135
$310K 0.04%
6,179
+19
136
$301K 0.04%
3,032
+72
137
$296K 0.04%
1,339
-602
138
$292K 0.04%
498
+9
139
$273K 0.04%
666
+86
140
$264K 0.03%
678
+6
141
$262K 0.03%
625
+34
142
$258K 0.03%
1,124
-1,580
143
$252K 0.03%
+3,335
144
$251K 0.03%
2,082
+62
145
$250K 0.03%
1,130
-1,974
146
$233K 0.03%
10,662
-965
147
$233K 0.03%
12,930
-166
148
$208K 0.03%
5,734
-208
149
$208K 0.03%
+3,384
150
$206K 0.03%
+1,849
4 5
6
7 8