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
$544M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.66M
3
+$3.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.82M
5
AZO icon
AutoZone
AZO
+$2.66M

Top Sells

1
+$7.95M
2
+$4.86M
3
+$4.31M
4
AAPL icon
Apple
AAPL
+$3.8M
5
DAL icon
Delta Air Lines
DAL
+$3.68M

Sector Composition

1 Technology 34.02%
2 Consumer Discretionary 10.17%
3 Energy 8.77%
4 Financials 8.45%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$712K 0.13%
12,059
-420
152
$709K 0.13%
12,763
+1,382
153
$705K 0.13%
6,818
-642
154
$701K 0.13%
7,311
+266
155
$692K 0.13%
5,901
+1,238
156
$691K 0.13%
32,726
-252
157
$683K 0.13%
10,247
-206
158
$670K 0.12%
11,300
159
$664K 0.12%
13,773
+1,365
160
$656K 0.12%
10,876
-204
161
$655K 0.12%
35,969
-2,353
162
$652K 0.12%
2,742
-74
163
$651K 0.12%
11,729
+2,902
164
$640K 0.12%
4,827
+441
165
$636K 0.12%
265
-40
166
$632K 0.12%
12,578
-203
167
$630K 0.12%
8,695
+18
168
$625K 0.11%
1,364
-323
169
$625K 0.11%
25,161
-52,232
170
$614K 0.11%
7,014
+3,192
171
$611K 0.11%
7,693
-140
172
$610K 0.11%
30,310
-23,335
173
$609K 0.11%
8,812
-1,624
174
$604K 0.11%
16,876
+560
175
$597K 0.11%
18,077
+70
5 6
7
8 9