TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$918M
1-Year Est. Return
32.43%
1 Year Est. Return
+32.43%
AUM
$918M
AUM Growth
+$103M
(+13%)
Holding
187
Top Buys
| 1 | +$13.7M | |
| 2 | +$13.6M | |
| 3 | +$12M | |
| 4 |
CrowdStrike
CRWD
|
+$11.5M |
| 5 |
Live Nation Entertainment
LYV
|
+$11.4M |
Top Sells
| 1 | +$37.3M | |
| 2 | +$27.7M | |
| 3 | +$23.8M | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$22.8M |
| 5 |
SPDR Gold Trust
GLD
|
+$17.5M |
Sector Composition
| 1 | Technology | 34.34% |
| 2 | Financials | 12.36% |
| 3 | Industrials | 11.4% |
| 4 | Communication Services | 8.05% |
| 5 | Consumer Discretionary | 7.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SACH
176
Sachem Capital Corp
SACH
$49.7M
| $23.2K | ﹤0.01% |
20,941
-3,063
|
|
||
177
Fathom Holdings
FTHM
$52.1M
| $22.3K | ﹤0.01% |
12,402
|
|
||
178
Williams Companies
WMB
$76.3B
| – | – |
-4,640
|
|
||
179
Vertex Pharmaceuticals
VRTX
$107B
| – | – |
-519
|
|
||
180
Super Micro Computer
SMCI
$31B
| – | – |
-4,212
|
|
||
181
Schwab US Large-Cap Value ETF
SCHV
$14B
| – | – |
-999,701
|
|
||
182
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| – | – |
-4,025
|
|
||
183
Eli Lilly
LLY
$720B
| – | – |
-351
|
|
||
184
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$534M
| – | – |
-5,253
|
|
||
185
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
| – | – |
-2,515
|
|
||
186
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
| – | – |
-4,419
|
|
||
187
Ares Capital
ARCC
$13.8B
| – | – |
-9,969
|
|