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
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$499K 0.1%
+4,766
152
$498K 0.1%
2,554
-518
153
$489K 0.1%
1,346
-1,299
154
$484K 0.1%
6,891
+1,626
155
$481K 0.1%
1,207
+20
156
$472K 0.1%
4,267
-7,296
157
$469K 0.1%
+2,700
158
$465K 0.09%
7,611
+307
159
$464K 0.09%
24,121
-13,170
160
$459K 0.09%
11,731
-2,184
161
$455K 0.09%
+4,162
162
$451K 0.09%
+8,642
163
$446K 0.09%
1,455
+93
164
$444K 0.09%
3,681
-3,547
165
$440K 0.09%
2,853
+493
166
$438K 0.09%
+1,157
167
$437K 0.09%
68,893
-1,656
168
$431K 0.09%
1,981
-1,667
169
$431K 0.09%
4,538
170
$427K 0.09%
10,581
-316
171
$419K 0.09%
18,915
-77
172
$415K 0.08%
7,566
-735
173
$414K 0.08%
7,654
+1,193
174
$408K 0.08%
11,680
-2,336
175
$407K 0.08%
12,402
5 6
7
8 9