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
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$5.52M
4
SLB icon
SLB Ltd
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$352K 0.08%
8,907
-2,084
177
$351K 0.08%
+5,265
178
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+2,360
179
$346K 0.08%
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-9,693
180
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17,325
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181
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+5,042
182
$335K 0.08%
1,362
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183
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$327K 0.08%
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185
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186
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187
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188
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190
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195
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196
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198
$274K 0.06%
23,088
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199
$271K 0.06%
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$269K 0.06%
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