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
$421M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.15M
3
+$4.09M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.25M
5
AAPL icon
Apple
AAPL
+$3.14M

Top Sells

1
+$2.12M
2
+$2.12M
3
+$1.54M
4
CRWD icon
CrowdStrike
CRWD
+$1.01M
5
CCL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$347K 0.08%
+1,025
152
$347K 0.08%
+3,963
153
$346K 0.08%
2,720
-384
154
$341K 0.08%
2,059
+419
155
$340K 0.08%
1,248
+30
156
$334K 0.08%
13,478
-8,359
157
$327K 0.08%
3,568
158
$321K 0.08%
922
+29
159
$315K 0.07%
+7,457
160
$314K 0.07%
+13,331
161
$314K 0.07%
3,325
162
$310K 0.07%
+8,612
163
$307K 0.07%
+8,367
164
$307K 0.07%
3,500
-100
165
$299K 0.07%
+3,251
166
$298K 0.07%
6,119
+1,373
167
$288K 0.07%
+1,002
168
$285K 0.07%
+1,332
169
$280K 0.07%
8,500
-5,231
170
$276K 0.07%
11,933
-3,489
171
$274K 0.07%
+6,650
172
$268K 0.06%
2,904
+244
173
$264K 0.06%
+1,356
174
$262K 0.06%
8,860
-1,900
175
$257K 0.06%
2,893
+177
5 6
7
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