TFA

Teamwork Financial Advisors Portfolio holdings

AUM $900M
1-Year Est. Return 34.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
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
+$17M
2
+$10.5M
3
+$10.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.3M
5
CRWD icon
CrowdStrike
CRWD
+$8.83M

Top Sells

1
+$68M
2
+$16.2M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$10.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.6M

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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181
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182
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183
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184
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187
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189
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192
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5 6 7
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