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
$323M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.8M
3
+$5M
4
AAPL icon
Apple
AAPL
+$3.47M
5
MELI icon
Mercado Libre
MELI
+$2.9M

Top Sells

1
+$4.19M
2
+$3.13M
3
+$3.07M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.37M
5
EPD icon
Enterprise Products Partners
EPD
+$2.12M

Sector Composition

1 Technology 33.45%
2 Communication Services 13.25%
3 Financials 8.75%
4 Consumer Discretionary 8.73%
5 Real Estate 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$166K 0.05%
+19,712
177
$140K 0.04%
27,875
+5,875
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