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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

Sector Composition

1 Technology 30.33%
2 Consumer Discretionary 12.01%
3 Financials 10.18%
4 Communication Services 9.96%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$443K 0.09%
19,885
+970
177
$438K 0.09%
+5,791
178
$437K 0.09%
4,190
+641
179
$424K 0.08%
5,141
-1,762
180
$420K 0.08%
4,974
-1,017
181
$415K 0.08%
2,392
-162
182
$411K 0.08%
9,911
-10,798
183
$410K 0.08%
+4,169
184
$410K 0.08%
53,245
+18,771
185
$409K 0.08%
3,467
+19
186
$407K 0.08%
3,506
+291
187
$399K 0.08%
1,272
-1,594
188
$395K 0.08%
2,057
+76
189
$378K 0.07%
14,468
-10,760
190
$376K 0.07%
2,539
+1,195
191
$372K 0.07%
+219
192
$371K 0.07%
5,256
+1,966
193
$370K 0.07%
4,330
-3,501
194
$368K 0.07%
3,494
+263
195
$359K 0.07%
14,139
+11,526
196
$344K 0.07%
1,754
+36
197
$331K 0.07%
12,402
198
$331K 0.07%
+12,062
199
$331K 0.07%
11,861
+259
200
$330K 0.07%
+16,442
6 7
8
9 10