TFA

Teamwork Financial Advisors Portfolio holdings

AUM $900M
1-Year Est. Return 34.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.3M
3
+$7.39M
4
DVN icon
Devon Energy
DVN
+$6.52M
5
ALL icon
Allstate
ALL
+$4.25M

Top Sells

1
+$3.85M
2
+$3.54M
3
+$3.52M
4
VRSN icon
VeriSign
VRSN
+$3.39M
5
ORLY icon
O'Reilly Automotive
ORLY
+$3.33M

Sector Composition

1 Technology 33.85%
2 Energy 18.47%
3 Financials 8.69%
4 Consumer Staples 4.41%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$97K 0.02%
12,402
202
$23K 0.01%
1,901
-21,059
203
$1K ﹤0.01%
34
+8
204
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-8,574
205
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-2,876
206
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-14,504
207
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-21,568
208
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209
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-15,277
210
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-7,911
211
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212
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-1,790
213
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-10,017
214
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-6,889
215
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-3,805
216
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217
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-32,794
218
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-30,980
219
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-14,894
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-1,387
221
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-727
222
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-9,829
223
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224
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225
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-3,050
7 8
9
10 11