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

Top Buys

1
+$4.38M
2
+$3.5M
3
+$3.33M
4
MELI icon
Mercado Libre
MELI
+$2.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.47M

Top Sells

1
+$3.17M
2
+$3.15M
3
+$2.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M
5
SHOP icon
Shopify
SHOP
+$1.86M

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
– –
-3,093
188
– –
-19,860
189
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-962
190
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-12,389
191
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-19,957
192
– –
-20,938
193
– –
-11,559
194
– –
-3,345
195
– –
-3,242
196
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-55,590
197
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-2,680
198
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-3,171
199
– –
-3,577
200
– –
-3,027
5 6 7
8
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