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
$279M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.5M
3
+$3.33M
4
MELI icon
Mercado Libre
MELI
+$2.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.47M

Top Sells

1
+$3.17M
2
+$3.15M
3
+$2.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M
5
SHOP icon
Shopify
SHOP
+$1.86M

Sector Composition

1 Technology 32.72%
2 Financials 12.77%
3 Communication Services 11.25%
4 Consumer Discretionary 6.84%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$286K 0.1%
+3,358
152
$282K 0.1%
+3,095
153
$280K 0.1%
11,043
-3,636
154
$277K 0.1%
1,454
-66
155
$270K 0.1%
+3,820
156
$269K 0.1%
+20,700
157
$269K 0.1%
+7,560
158
$268K 0.1%
900
159
$261K 0.09%
+6,834
160
$250K 0.09%
+1,452
161
$250K 0.09%
3,400
-15,590
162
$239K 0.09%
941
-1,636
163
$233K 0.08%
+2,105
164
$229K 0.08%
+4,816
165
$222K 0.08%
3,601
-390
166
$222K 0.08%
+1,155
167
$219K 0.08%
1,196
-2,490
168
$216K 0.08%
4,233
-2,650
169
$216K 0.08%
+1,000
170
$215K 0.08%
9,509
-7,423
171
$214K 0.08%
+5,674
172
$213K 0.08%
+3,598
173
$212K 0.08%
+2,165
174
$212K 0.08%
+1,816
175
$208K 0.07%
+2,268
5 6
7
8 9