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
$544M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.66M
3
+$3.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.82M
5
AZO icon
AutoZone
AZO
+$2.66M

Top Sells

1
+$7.95M
2
+$4.86M
3
+$4.31M
4
AAPL icon
Apple
AAPL
+$3.8M
5
DAL icon
Delta Air Lines
DAL
+$3.68M

Sector Composition

1 Technology 34.02%
2 Consumer Discretionary 10.17%
3 Energy 8.77%
4 Financials 8.45%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$438K 0.08%
2,810
-616
202
$432K 0.08%
3,911
-388
203
$426K 0.08%
18,013
+1,571
204
$424K 0.08%
20,350
+465
205
$419K 0.08%
4,564
-5,371
206
$415K 0.08%
15,113
-43,191
207
$410K 0.08%
3,720
+1,846
208
$408K 0.08%
8,090
+3,947
209
$398K 0.07%
1,742
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210
$393K 0.07%
8,293
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211
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3,614
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212
$386K 0.07%
+4,422
213
$380K 0.07%
2,281
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214
$375K 0.07%
1,043
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215
$370K 0.07%
+9,880
216
$368K 0.07%
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217
$363K 0.07%
15,715
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218
$356K 0.07%
11,828
-33
219
$353K 0.06%
1,613
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220
$335K 0.06%
502
-11
221
$333K 0.06%
1,656
+284
222
$329K 0.06%
1,800
223
$324K 0.06%
+8,285
224
$324K 0.06%
+7,389
225
$321K 0.06%
11,063
-5,073
7 8
9
10 11