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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

Sector Composition

1 Technology 30.33%
2 Consumer Discretionary 12.01%
3 Financials 10.18%
4 Communication Services 9.96%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$328K 0.06%
1,800
202
$326K 0.06%
+2,243
203
$326K 0.06%
23,375
-10,908
204
$319K 0.06%
+1,401
205
$315K 0.06%
805
+21
206
$314K 0.06%
+4,003
207
$308K 0.06%
+4,836
208
$307K 0.06%
+569
209
$305K 0.06%
3,822
+1,070
210
$304K 0.06%
11,544
-686
211
$302K 0.06%
1,372
+215
212
$302K 0.06%
8,839
-2,841
213
$302K 0.06%
23,627
+72
214
$299K 0.06%
519
+119
215
$294K 0.06%
+2,632
216
$293K 0.06%
2,658
-600
217
$293K 0.06%
513
+106
218
$292K 0.06%
3,572
219
$285K 0.06%
1,372
+110
220
$283K 0.06%
12,811
-160
221
$281K 0.06%
+7,836
222
$278K 0.05%
8,400
-734
223
$278K 0.05%
3,886
+535
224
$274K 0.05%
+5,029
225
$270K 0.05%
5,244
+734
7 8
9
10 11