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
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$292K 0.06%
2,893
202
$289K 0.06%
+5,370
203
$289K 0.06%
34,474
+5,839
204
$286K 0.06%
+7,880
205
$285K 0.06%
11,732
-1,398
206
$281K 0.06%
5,787
-145
207
$277K 0.06%
1,157
+297
208
$275K 0.06%
+5,758
209
$273K 0.06%
2,684
-9
210
$273K 0.06%
+8,728
211
$272K 0.06%
2,568
-13,814
212
$270K 0.06%
899
-20
213
$269K 0.05%
5,079
-34
214
$260K 0.05%
1,262
-296
215
$257K 0.05%
+3,290
216
$255K 0.05%
802
-98
217
$253K 0.05%
+27,425
218
$246K 0.05%
8,095
-4,330
219
$245K 0.05%
3,351
+104
220
$241K 0.05%
+6,090
221
$239K 0.05%
4,510
+1,032
222
$238K 0.05%
+1,003
223
$236K 0.05%
5,885
-962
224
$234K 0.05%
+400
225
$231K 0.05%
3,192
-4,901
7 8
9
10 11