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
$494M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.52M
3
+$6.51M
4
FCX icon
Freeport-McMoran
FCX
+$6.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$6M

Top Sells

1
+$5M
2
+$4.53M
3
+$4.44M
4
MSFT icon
Microsoft
MSFT
+$4.4M
5
ALL icon
Allstate
ALL
+$4.16M

Sector Composition

1 Technology 28.96%
2 Energy 19.63%
3 Financials 5.97%
4 Consumer Discretionary 4.9%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$332K 0.07%
3,153
-1,074
152
$323K 0.07%
3,205
+57
153
$323K 0.07%
1,463
-3,220
154
$320K 0.06%
+17,020
155
$319K 0.06%
28,631
+16,383
156
$309K 0.06%
+2,035
157
$292K 0.06%
25,311
+635
158
$289K 0.06%
3,885
-570
159
$284K 0.06%
2,856
-1,902
160
$281K 0.06%
2,384
+38
161
$280K 0.06%
5,856
-76
162
$280K 0.06%
2,549
-31,504
163
$279K 0.06%
3,631
-285
164
$276K 0.06%
1,111
-79
165
$272K 0.05%
+6,865
166
$266K 0.05%
1,771
-1,436
167
$259K 0.05%
1,068
-1,412
168
$258K 0.05%
2,600
-7,835
169
$253K 0.05%
4,019
-93
170
$247K 0.05%
1,880
-5,052
171
$244K 0.05%
4,810
+415
172
$239K 0.05%
1,800
173
$237K 0.05%
+11,985
174
$231K 0.05%
+663
175
$229K 0.05%
14,504
-167
5 6
7
8 9