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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

Sector Composition

1 Technology 30.33%
2 Consumer Discretionary 12.01%
3 Financials 10.18%
4 Communication Services 9.96%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$537K 0.11%
12,479
+748
152
$528K 0.1%
+4,924
153
$517K 0.1%
+6,535
154
$516K 0.1%
1,557
+102
155
$515K 0.1%
7,680
+3,518
156
$512K 0.1%
3,840
+1,380
157
$510K 0.1%
9,230
+23
158
$505K 0.1%
25,035
+914
159
$493K 0.1%
1,367
-150
160
$488K 0.1%
+4,111
161
$487K 0.1%
7,743
+1,923
162
$481K 0.1%
71,766
+2,873
163
$479K 0.09%
1,389
+232
164
$477K 0.09%
16,136
-8,975
165
$475K 0.09%
4,299
+32
166
$473K 0.09%
4,663
-103
167
$473K 0.09%
2,330
+789
168
$469K 0.09%
1,158
+220
169
$469K 0.09%
2,395
-919
170
$460K 0.09%
8,827
+3,457
171
$457K 0.09%
+4,186
172
$455K 0.09%
+2,816
173
$453K 0.09%
3,426
-255
174
$452K 0.09%
11,059
+478
175
$450K 0.09%
9,888
+4,130
5 6
7
8 9