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
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$404K 0.08%
1,163
+110
177
$404K 0.08%
3,448
-324
178
$389K 0.08%
3,549
+818
179
$377K 0.08%
3,215
-612
180
$376K 0.08%
5,820
+1,251
181
$366K 0.07%
3,258
+924
182
$342K 0.07%
938
-273
183
$341K 0.07%
3,269
-1,671
184
$339K 0.07%
+1,800
185
$333K 0.07%
12,230
-16,676
186
$331K 0.07%
+3,231
187
$326K 0.07%
3,572
+166
188
$325K 0.07%
1,745
-81
189
$325K 0.07%
+11,602
190
$323K 0.07%
+1,718
191
$313K 0.06%
7,663
-1,244
192
$308K 0.06%
2,460
-140
193
$305K 0.06%
1,344
+375
194
$302K 0.06%
6,234
-416
195
$301K 0.06%
1,349
-4
196
$300K 0.06%
23,555
+467
197
$300K 0.06%
9,134
-2,165
198
$299K 0.06%
1,541
+310
199
$297K 0.06%
12,971
-6,523
200
$292K 0.06%
4,916
-6,543
6 7
8
9 10