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
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$5.52M
4
SLB icon
SLB Ltd
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$264K 0.06%
6,847
-1,653
202
$263K 0.06%
2,893
203
$257K 0.06%
1,010
-15
204
$256K 0.06%
+2,653
205
$256K 0.06%
5,095
-3,500
206
$254K 0.06%
2,334
+378
207
$253K 0.06%
+18,409
208
$253K 0.06%
+8,190
209
$252K 0.06%
5,113
-40
210
$250K 0.06%
900
211
$247K 0.06%
2,693
+10
212
$235K 0.06%
+10,359
213
$234K 0.05%
+1,231
214
$227K 0.05%
919
-123
215
$225K 0.05%
+3,247
216
$220K 0.05%
+969
217
$220K 0.05%
28,635
+2,755
218
$219K 0.05%
860
-472
219
$217K 0.05%
+582
220
$215K 0.05%
1,022
+38
221
$213K 0.05%
+4,586
222
$213K 0.05%
1,889
-1,889
223
$212K 0.05%
+3,478
224
$200K 0.05%
4,640
-4,117
225
$176K 0.04%
+41,131
7 8
9
10 11