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
$613M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.53M
3
+$5.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
KLAC icon
KLA
KLAC
+$3.57M

Top Sells

1
+$6.39M
2
+$5.87M
3
+$5.23M
4
HUM icon
Humana
HUM
+$4.75M
5
OXY icon
Occidental Petroleum
OXY
+$4.48M

Sector Composition

1 Technology 38.09%
2 Energy 13.58%
3 Consumer Discretionary 4.25%
4 Financials 3.92%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$349K 0.06%
57,636
+5,318
152
$348K 0.06%
11,948
-13
153
$346K 0.06%
5,844
+283
154
$337K 0.06%
6,752
+1,376
155
$336K 0.05%
20,769
+1,112
156
$331K 0.05%
+5,711
157
$318K 0.05%
+3,833
158
$318K 0.05%
2,049
+58
159
$310K 0.05%
+3,268
160
$299K 0.05%
8,880
+495
161
$294K 0.05%
+9,586
162
$280K 0.05%
3,220
-127
163
$279K 0.05%
3,438
+424
164
$274K 0.04%
9,129
+462
165
$272K 0.04%
5,487
-3,965
166
$271K 0.04%
+4,963
167
$269K 0.04%
1,723
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168
$267K 0.04%
2,921
+160
169
$263K 0.04%
2,453
+155
170
$258K 0.04%
1,800
171
$254K 0.04%
+7,011
172
$253K 0.04%
1,626
-7
173
$251K 0.04%
+10,552
174
$251K 0.04%
664
+68
175
$247K 0.04%
803
+30
5 6
7
8 9