TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$815M
This Quarter Return
+6.5%
1 Year Return
+24.43%
3 Year Return
+105.99%
5 Year Return
+225.31%
10 Year Return
–
AUM
$494M
AUM Growth
+$494M
(+6.6%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
52.11%
Holding
225
New
25
Increased
79
Reduced
85
Closed
34
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$7.18M |
| 2 |
Linde
LIN
|
$6.52M |
| 3 |
Humana
HUM
|
$6.51M |
| 4 |
Freeport-McMoran
FCX
|
$6.1M |
| 5 |
iShares Core High Dividend ETF
HDV
|
$6M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$5M |
| 2 |
Biogen
BIIB
|
$4.53M |
| 3 |
Intuitive Surgical
ISRG
|
$4.44M |
| 4 |
Microsoft
MSFT
|
$4.4M |
| 5 |
Allstate
ALL
|
$4.16M |
Sector Composition
| 1 | Technology | 28.96% |
| 2 | Energy | 19.63% |
| 3 | Financials | 5.97% |
| 4 | Consumer Discretionary | 4.9% |
| 5 | Healthcare | 4.26% |
