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
$650M
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11.3M
3
+$10.9M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$10.7M
5
JPM icon
JPMorgan Chase
JPM
+$9.68M

Top Sells

1
+$64.1M
2
+$16.3M
3
+$13.1M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.8M

Sector Composition

1 Technology 36.32%
2 Consumer Discretionary 7.46%
3 Communication Services 7.11%
4 Energy 6.47%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$147K 0.02%
31,260
-4,482
177
$67.5K 0.01%
+10,050
178
$54.2K 0.01%
+10,050
179
$24.7K ﹤0.01%
12,402
180
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-1,490
181
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-677
182
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-20,216
183
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-1,006
184
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-6,567
185
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186
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187
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188
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-15,103
189
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-1,172
190
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-45,395
191
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192
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193
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194
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195
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196
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197
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198
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199
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5 6 7
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