TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$815M
This Quarter Return
-1.31%
1 Year Return
+24.43%
3 Year Return
+105.99%
5 Year Return
+225.31%
10 Year Return
–
AUM
$464M
AUM Growth
+$464M
(+1.3%)
Cap. Flow
+$26.7M
Cap. Flow
% of AUM
5.76%
Top 10 Holdings %
Top 10 Hldgs %
54.09%
Holding
238
New
35
Increased
83
Reduced
80
Closed
38
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$14.1M |
| 2 |
Tesla
TSLA
|
$5.97M |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$5.62M |
| 4 |
Biogen
BIIB
|
$4.53M |
| 5 |
Amazon
AMZN
|
$4.45M |
Top Sells
| 1 |
CF Industries
CF
|
$3.61M |
| 2 |
Chubb
CB
|
$3.54M |
| 3 |
Chevron
CVX
|
$3.52M |
| 4 |
W.R. Berkley
WRB
|
$2.9M |
| 5 |
NVIDIA
NVDA
|
$2.78M |
Sector Composition
| 1 | Technology | 33.11% |
| 2 | Energy | 17.01% |
| 3 | Financials | 6.86% |
| 4 | Consumer Discretionary | 5.61% |
| 5 | Communication Services | 4.88% |
