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
182
-12,153
183
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184
-1,080
185
-2,856
186
-37,770
187
-2,110
188
-4,431
189
-11,252
190
-5,856
191
-5,510
192
-40,092
193
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194
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195
-7,247
196
-11,640
197
-25,285
198
-13,706
199
-25,465
200
-16,634