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

Top Buys

1
+$6.6M
2
+$4.15M
3
+$4.09M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.25M
5
AAPL icon
Apple
AAPL
+$3.14M

Top Sells

1
+$2.12M
2
+$2.12M
3
+$1.54M
4
CRWD icon
CrowdStrike
CRWD
+$1.01M
5
CCL icon
Carnival Corp
CCL
+$948K

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
– –
-40,225
202
– –
-12,288
203
– –
-6,311
204
– –
-14,256
205
– –
-18,786
206
– –
-9,176
207
– –
-4,506
208
– –
-1,322
209
– –
-22,055
210
– –
-2,094
5 6 7 8
9