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
$615M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.77M
3
+$6.74M
4
AMZN icon
Amazon
AMZN
+$6.12M
5
ON icon
ON Semiconductor
ON
+$6.03M

Top Sells

1
+$6.92M
2
+$5.45M
3
+$4.61M
4
JCI icon
Johnson Controls International
JCI
+$4.4M
5
NUE icon
Nucor
NUE
+$4.06M

Sector Composition

1 Technology 37.55%
2 Energy 12.7%
3 Financials 4.33%
4 Consumer Discretionary 4.17%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$323K 0.05%
1,991
+10
152
$322K 0.05%
21,711
-3,896
153
$321K 0.05%
5,376
-1,024
154
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2,177
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155
$313K 0.05%
6,381
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156
$310K 0.05%
9,347
-3,584
157
$294K 0.05%
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-366
158
$292K 0.05%
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159
$281K 0.05%
9,513
-3,806
160
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2,159
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161
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8,385
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162
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163
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8,667
-2,064
164
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165
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166
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167
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168
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169
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170
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171
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3,858
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172
$251K 0.04%
3,686
-64,537
173
$246K 0.04%
2,303
-2,595
174
$239K 0.04%
+773
175
$237K 0.04%
2,173
+200
5 6
7
8 9