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
$613M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.53M
3
+$5.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
KLAC icon
KLA
KLAC
+$3.57M

Top Sells

1
+$6.39M
2
+$5.87M
3
+$5.23M
4
HUM icon
Humana
HUM
+$4.75M
5
OXY icon
Occidental Petroleum
OXY
+$4.48M

Sector Composition

1 Technology 38.09%
2 Energy 13.58%
3 Consumer Discretionary 4.25%
4 Financials 3.92%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$246K 0.04%
622
+23
177
$245K 0.04%
4,633
+775
178
$245K 0.04%
+2,364
179
$244K 0.04%
6,870
-145
180
$238K 0.04%
405
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181
$234K 0.04%
1,916
-243
182
$232K 0.04%
2,082
-91
183
$232K 0.04%
42,534
+1,382
184
$228K 0.04%
2,585
+150
185
$228K 0.04%
5,399
-54
186
$219K 0.04%
2,380
+532
187
$218K 0.04%
840
+145
188
$216K 0.04%
6,880
-2,467
189
$215K 0.04%
1,488
-93
190
$213K 0.03%
+8,144
191
$212K 0.03%
1,746
-27
192
$209K 0.03%
15,786
+1,034
193
$209K 0.03%
2,060
-36,809
194
$204K 0.03%
493
-2,962
195
$177K 0.03%
50,228
+5,621
196
$170K 0.03%
15,949
-791
197
$163K 0.03%
10,719
-10,992
198
$126K 0.02%
11,586
+33
199
$110K 0.02%
+11,671
200
$50.6K 0.01%
12,402
5 6 7
8
9