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
$768M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$8.47M
3 +$8.03M
4
AMZN icon
Amazon
AMZN
+$7.03M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$6.62M

Top Sells

1 +$12.9M
2 +$12.4M
3 +$9.6M
4
WMB icon
Williams Companies
WMB
+$3.66M
5
ZS icon
Zscaler
ZS
+$3.17M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 10.12%
3 Communication Services 8.1%
4 Industrials 7.59%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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177
-8,800
178
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179
-10,343
180
-2,500
181
-3,302
182
-8,800
183
-922
184
-6,064
185
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186
-6,894