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
$544M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.66M
3
+$3.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.82M
5
AZO icon
AutoZone
AZO
+$2.66M

Top Sells

1
+$7.95M
2
+$4.86M
3
+$4.31M
4
AAPL icon
Apple
AAPL
+$3.8M
5
DAL icon
Delta Air Lines
DAL
+$3.68M

Sector Composition

1 Technology 34.02%
2 Consumer Discretionary 10.17%
3 Energy 8.77%
4 Financials 8.45%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$583K 0.11%
12,089
-146
177
$582K 0.11%
3,201
-352
178
$568K 0.1%
5,103
+179
179
$567K 0.1%
19,176
-433
180
$557K 0.1%
67,702
-2,194
181
$556K 0.1%
11,123
-1,643
182
$547K 0.1%
1,626
-30
183
$530K 0.1%
25,525
+490
184
$528K 0.1%
2,372
+2,204
185
$527K 0.1%
7,358
-385
186
$506K 0.09%
73,251
+1,485
187
$496K 0.09%
2,374
-18
188
$493K 0.09%
4,337
-2,002
189
$491K 0.09%
11,301
+242
190
$489K 0.09%
1,376
-13
191
$485K 0.09%
1,167
-144
192
$484K 0.09%
+18,754
193
$484K 0.09%
14,675
-1,639
194
$474K 0.09%
4,612
+422
195
$462K 0.08%
5,291
+455
196
$455K 0.08%
54,086
+841
197
$449K 0.08%
8,790
-440
198
$444K 0.08%
5,242
+912
199
$442K 0.08%
3,799
+293
200
$441K 0.08%
1,127
-31
6 7
8
9 10