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
$768M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.47M
3
+$8.03M
4
AMZN icon
Amazon
AMZN
+$7.03M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$6.62M

Top Sells

1
+$12.9M
2
+$12.4M
3
+$9.6M
4
WMB icon
Williams Companies
WMB
+$3.66M
5
ZS icon
Zscaler
ZS
+$3.17M

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
– –
-8,200
162
– –
-12,478
163
– –
-5,027
164
– –
-5,723
165
– –
-8,679
166
– –
-14,374
167
– –
-7,000
168
– –
-2,756
169
– –
-4,100
170
– –
-2,414
171
– –
-4,116
172
– –
-10,785
173
– –
-23,195
174
– –
-1,103
175
– –
-16,190
4 5 6
7
8