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
$541M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$7.82M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.3M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.67M

Top Sells

1
+$10.5M
2
+$9.43M
3
+$7.52M
4
AVGO icon
Broadcom
AVGO
+$5.63M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 34.53%
2 Energy 16.9%
3 Financials 4.25%
4 Communication Services 4.18%
5 Consumer Discretionary 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$208K 0.04%
7,614
-668
177
$182K 0.03%
17,128
+1,497
178
$167K 0.03%
44,862
-1,333
179
$122K 0.02%
11,541
-340
180
$52.7K 0.01%
12,402
181
$1.48K ﹤0.01%
36
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5 6 7
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