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
$279M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.96M
3
+$2.62M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.47M
5
AMZN icon
Amazon
AMZN
+$2.14M

Top Sells

1
+$2.79M
2
+$2.34M
3
+$2.16M
4
TJX icon
TJX Companies
TJX
+$2.14M
5
MNST icon
Monster Beverage
MNST
+$1.73M

Sector Composition

1 Technology 32.72%
2 Financials 12.77%
3 Communication Services 11.25%
4 Consumer Discretionary 6.84%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$204K 0.07%
1,070
-522
177
$203K 0.07%
+3,392
178
$202K 0.07%
+4,402
179
$202K 0.07%
+1,062
180
$202K 0.07%
+2,904
181
$201K 0.07%
+3,211
182
$200K 0.07%
+15,624
183
$200K 0.07%
+6,224
184
$148K 0.05%
+15,850
185
$112K 0.04%
22,000
+664
186
– –
-2,686
187
– –
-19,860
188
– –
-962
189
– –
-12,389
190
– –
-19,957
191
– –
-11,559
192
– –
-3,345
193
– –
-3,242
194
– –
-55,590
195
– –
-2,680
196
– –
-3,171
197
– –
-3,577
198
– –
-32,288
199
– –
-8,130
200
– –
-3,093
5 6 7
8
9