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
$323M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.39M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$3.68M
5
MELI icon
Mercado Libre
MELI
+$2.89M

Top Sells

1
+$4.16M
2
+$3.26M
3
+$2.56M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M
5
EPD icon
Enterprise Products Partners
EPD
+$1.91M

Sector Composition

1 Technology 33.45%
2 Communication Services 13.25%
3 Financials 8.75%
4 Consumer Discretionary 8.73%
5 Real Estate 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$271K 0.08%
+1,640
152
$270K 0.08%
15,338
-5,662
153
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154
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881
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173
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174
$203K 0.06%
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175
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23,160
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