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
$458M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.7M
3
+$6.67M
4
DVN icon
Devon Energy
DVN
+$5.5M
5
ALL icon
Allstate
ALL
+$4.11M

Top Sells

1
+$3.57M
2
+$3.52M
3
+$3.39M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.33M
5
GL icon
Globe Life
GL
+$3.3M

Sector Composition

1 Technology 33.85%
2 Energy 18.47%
3 Financials 8.69%
4 Consumer Staples 4.41%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$413K 0.09%
11,103
-2,383
152
$412K 0.09%
2,554
-498
153
$400K 0.09%
22,895
+12,667
154
$395K 0.09%
4,161
-61
155
$383K 0.08%
+4,139
156
$380K 0.08%
2,189
-6,238
157
$376K 0.08%
9,276
-1,434
158
$359K 0.08%
+7,524
159
$358K 0.08%
2,124
-1,204
160
$354K 0.08%
2,123
-382
161
$354K 0.08%
3,145
-2,585
162
$348K 0.08%
+9,832
163
$340K 0.07%
7,895
-9,474
164
$329K 0.07%
6,266
-3,744
165
$328K 0.07%
+6,600
166
$326K 0.07%
8,630
-9,059
167
$326K 0.07%
9,066
-14,152
168
$319K 0.07%
6,546
-6,411
169
$315K 0.07%
2,307
-339
170
$315K 0.07%
24,025
-52,353
171
$301K 0.07%
24,435
-1,158
172
$298K 0.07%
3,560
-1,623
173
$297K 0.06%
+9,526
174
$296K 0.06%
12,486
-3,726
175
$292K 0.06%
41,719
-5,201
5 6
7
8 9