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
$918M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.5M
3
+$11.3M
4
VST icon
Vistra
VST
+$11.2M
5
LYV icon
Live Nation Entertainment
LYV
+$11M

Top Sells

1
+$37.7M
2
+$27.7M
3
+$23.7M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$22M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$16.5M

Sector Composition

1 Technology 34.34%
2 Financials 12.36%
3 Industrials 11.4%
4 Communication Services 8.05%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23.2K ﹤0.01%
20,941
-3,063
177
$22.3K ﹤0.01%
12,402
178
– –
-9,969
179
– –
-4,419
180
– –
-2,515
181
– –
-5,253
182
– –
-351
183
– –
-4,025
184
– –
-999,701
185
– –
-4,212
186
– –
-519
187
– –
-4,640
4 5 6 7
8