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
$815M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$31.1M
3
+$18.6M
4
PGR icon
Progressive
PGR
+$14.5M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$14.3M

Top Sells

1
+$20.8M
2
+$19.1M
3
+$18.3M
4
TSLA icon
Tesla
TSLA
+$17.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M

Sector Composition

1 Technology 20.07%
2 Financials 10.77%
3 Industrials 7.73%
4 Communication Services 7.52%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$232K 0.03%
840
-11
152
$231K 0.03%
519
-204
153
$229K 0.03%
2,515
-210
154
$226K 0.03%
+2,495
155
$223K 0.03%
+1,795
156
$222K 0.03%
+478
157
$219K 0.03%
9,969
-380
158
$218K 0.03%
12,388
-32
159
$215K 0.03%
1,396
+50
160
$212K 0.03%
+5,047
161
$212K 0.03%
+931
162
$206K 0.03%
4,212
-1,676
163
$206K 0.03%
+932
164
$204K 0.03%
+2,239
165
$74.7K 0.01%
17,337
-114
166
$50.5K 0.01%
15,874
-15,363
167
$28.8K ﹤0.01%
24,004
-26,078
168
$15.4K ﹤0.01%
12,402
169
– –
-7,226
170
– –
-6,018
171
– –
-5,122
172
– –
-2,216
173
– –
-1,537
174
– –
-2,497
3 4 5 6
7