TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 29.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$768M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$9.5M
3
+$9.04M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$6.82M
5
AMZN icon
Amazon
AMZN
+$6.55M

Top Sells

1
+$13.4M
2
+$12.1M
3
+$10.3M
4
WMB icon
Williams Companies
WMB
+$3.64M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.42M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 10.12%
3 Communication Services 8.1%
4 Industrials 7.59%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$205K 0.03%
4,149
+3
152
$203K 0.03%
197
-41
153
$154K 0.02%
35,484
-28,031
154
$152K 0.02%
+17,226
155
$73.1K 0.01%
54,152
-20,399
156
$68.8K 0.01%
2,715
-270
157
$68.8K 0.01%
17,417
-3,863
158
$27.6K ﹤0.01%
10,550
159
$19K ﹤0.01%
12,402
160
$5.17K ﹤0.01%
+16,141
161
– –
-2,500
162
– –
-2,700
163
– –
-16,190
164
– –
-1,103
165
– –
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166
– –
-2,756
167
– –
-7,000
168
– –
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169
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170
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171
– –
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172
– –
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173
– –
-8,200
174
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175
– –
-4,750
4 5 6
7
8