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
$458M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.7M
3
+$6.67M
4
DVN icon
Devon Energy
DVN
+$5.5M
5
ALL icon
Allstate
ALL
+$4.11M

Top Sells

1
+$3.57M
2
+$3.52M
3
+$3.39M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.33M
5
GL icon
Globe Life
GL
+$3.3M

Sector Composition

1 Technology 33.85%
2 Energy 18.47%
3 Financials 8.69%
4 Consumer Staples 4.41%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$279K 0.06%
+2,899
177
$279K 0.06%
3,484
-444
178
$276K 0.06%
47,374
+35,270
179
$274K 0.06%
1,239
-370
180
$267K 0.06%
4,538
-1,661
181
$260K 0.06%
3,357
-5,544
182
$258K 0.06%
1,500
-2,574
183
$256K 0.06%
1,954
+154
184
$256K 0.06%
1,926
-219
185
$255K 0.06%
7,317
-49,719
186
$249K 0.05%
21,716
+748
187
$247K 0.05%
8,519
-38,574
188
$245K 0.05%
5,874
-1,969
189
$240K 0.05%
12,044
+1,591
190
$238K 0.05%
869
-338
191
$235K 0.05%
+20,255
192
$234K 0.05%
11,300
-10,427
193
$232K 0.05%
26,616
-15,267
194
$231K 0.05%
3,141
-18,634
195
$230K 0.05%
4,393
-181
196
$230K 0.05%
2,561
-27
197
$220K 0.05%
2,300
-647
198
$219K 0.05%
8,054
-2,478
199
$216K 0.05%
1,147
+114
200
$116K 0.03%
10,385
-1,555
6 7
8
9 10