TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 28.14%
This Quarter Est. Return
1 Year Est. Return
+28.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$675M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$12.7M
3
+$12.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12M
5
EOG icon
EOG Resources
EOG
+$11.6M

Top Sells

1
+$34.4M
2
+$13.7M
3
+$11.2M
4
KLAC icon
KLA
KLAC
+$10.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.68M

Sector Composition

1 Technology 30.36%
2 Energy 9.52%
3 Consumer Discretionary 8.42%
4 Communication Services 8.27%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
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