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
$421M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$3.78M
3
+$3.62M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.27M
5
AAPL icon
Apple
AAPL
+$2.84M

Top Sells

1
+$2.12M
2
+$1.9M
3
+$1.11M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$935K
5
SLV icon
iShares Silver Trust
SLV
+$870K

Sector Composition

1 Technology 31.82%
2 Communication Services 16.33%
3 Consumer Discretionary 9.79%
4 Financials 8.75%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-18,786
203
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204
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-6,311
205
– –
-12,288
206
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-40,225
207
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-17,331
208
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-4,228
209
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-22,175
210
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-15,143
5 6 7 8
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