TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$815M
This Quarter Return
+21.97%
1 Year Return
+24.43%
3 Year Return
+105.99%
5 Year Return
+225.31%
10 Year Return
–
AUM
$421M
AUM Growth
+$421M
(+30%)
Cap. Flow
+$41.9M
Cap. Flow
% of AUM
9.97%
Top 10 Holdings %
Top 10 Hldgs %
52.97%
Holding
210
New
33
Increased
98
Reduced
62
Closed
14
Top Buys
| 1 |
Teladoc Health
TDOC
|
$6.6M |
| 2 |
Pinterest
PINS
|
$4.15M |
| 3 |
PayPal
PYPL
|
$4.09M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.25M |
| 5 |
Apple
AAPL
|
$3.14M |
Top Sells
| 1 |
Simon Property Group
SPG
|
$2.12M |
| 2 |
LVGO
Livongo Health, Inc. Common Stock
LVGO
|
$2.12M |
| 3 |
Tesla
TSLA
|
$1.54M |
| 4 |
CrowdStrike
CRWD
|
$1.01M |
| 5 |
Carnival Corp
CCL
|
$948K |
Sector Composition
| 1 | Technology | 31.82% |
| 2 | Communication Services | 16.33% |
| 3 | Consumer Discretionary | 9.79% |
| 4 | Financials | 8.75% |
| 5 | Healthcare | 4.51% |
