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
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$5.52M
4
SLB icon
SLB Ltd
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$449K 0.11%
2,949
+229
152
$444K 0.1%
3,827
+370
153
$440K 0.1%
2,261
+91
154
$428K 0.1%
4,968
-2,901
155
$426K 0.1%
1,187
-757
156
$424K 0.1%
7,304
+178
157
$422K 0.1%
4,538
158
$419K 0.1%
+8,554
159
$415K 0.1%
15,058
-6,005
160
$409K 0.1%
3,091
-6,817
161
$405K 0.1%
+2,045
162
$404K 0.09%
+11,299
163
$394K 0.09%
19,494
-7,916
164
$391K 0.09%
12,028
-10
165
$388K 0.09%
+10,897
166
$388K 0.09%
3,008
+940
167
$387K 0.09%
+70,549
168
$383K 0.09%
3,772
-1,193
169
$382K 0.09%
+12,425
170
$381K 0.09%
+18,992
171
$375K 0.09%
+20,918
172
$373K 0.09%
+13,232
173
$371K 0.09%
1,211
+289
174
$366K 0.09%
4,036
+73
175
$354K 0.08%
2,904
-10,596
5 6
7
8 9