TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 28.14%
This Quarter Est. Return
1 Year Est. Return
+28.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$31.2M
3
+$19.9M
4
PWR icon
Quanta Services
PWR
+$16.3M
5
GS icon
Goldman Sachs
GS
+$16.2M

Top Sells

1
+$21.6M
2
+$20.6M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
ANET icon
Arista Networks
ANET
+$18.2M

Sector Composition

1 Technology 20.07%
2 Financials 10.77%
3 Industrials 7.73%
4 Communication Services 7.52%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$411K 0.05%
1,709
+44
127
$396K 0.05%
9,700
-104
128
$388K 0.05%
1,897
+49
129
$384K 0.04%
+1,959
130
$379K 0.04%
+10,590
131
$372K 0.04%
6,191
+18
132
$356K 0.04%
8,374
-358
133
$353K 0.04%
12,101
+2,189
134
$353K 0.04%
7,797
+321
135
$348K 0.04%
1,805
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136
$345K 0.04%
940
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137
$333K 0.04%
415
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138
$309K 0.04%
6,215
+19
139
$308K 0.04%
4,943
140
$307K 0.04%
1,373
-1,418
141
$299K 0.03%
20,839
+42
142
$291K 0.03%
4,640
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143
$289K 0.03%
+952
144
$274K 0.03%
4,419
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145
$274K 0.03%
351
+17
146
$269K 0.03%
8,456
-952
147
$265K 0.03%
2,219
-238
148
$260K 0.03%
2,107
-116
149
$239K 0.03%
5,253
-15,234
150
$236K 0.03%
4,990
-470
3 4 5
6
7