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
$464M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.62M
3
+$4.53M
4
AMZN icon
Amazon
AMZN
+$4.45M
5
TSLA icon
Tesla
TSLA
+$4.13M

Top Sells

1
+$3.61M
2
+$3.54M
3
+$3.52M
4
WRB icon
W.R. Berkley
WRB
+$2.9M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 33.11%
2 Energy 17.01%
3 Financials 6.86%
4 Consumer Discretionary 5.61%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$261K 0.06%
+3,916
177
$259K 0.06%
+10,046
178
$258K 0.06%
3,148
+249
179
$256K 0.06%
24,676
+241
180
$253K 0.05%
4,112
-426
181
$252K 0.05%
1,190
-49
182
$249K 0.05%
1,679
+179
183
$246K 0.05%
+10,576
184
$240K 0.05%
2,346
-215
185
$239K 0.05%
6,118
-49,456
186
$229K 0.05%
1,800
-154
187
$220K 0.05%
4,395
+2
188
$215K 0.05%
+1,221
189
$213K 0.05%
4,864
-1,402
190
$211K 0.05%
22,022
+306
191
$208K 0.04%
+12,474
192
$206K 0.04%
1,148
+1
193
$204K 0.04%
+5,311
194
$195K 0.04%
14,671
+2,627
195
$188K 0.04%
36,553
-10,821
196
$165K 0.04%
20,761
-5,855
197
$145K 0.03%
+12,248
198
$118K 0.03%
10,512
+127
199
$66K 0.01%
12,402
200
$1K ﹤0.01%
34
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8
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