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
$494M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.68M
3
+$6.26M
4
HDV
iShares Core High Dividend ETF
HDV
+$5.89M
5
FCX icon
Freeport-McMoran
FCX
+$5.61M

Top Sells

1
+$5.39M
2
+$4.53M
3
+$4.4M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.08M
5
ALL icon
Allstate
ALL
+$4.01M

Sector Composition

1 Technology 28.96%
2 Energy 19.63%
3 Financials 5.97%
4 Consumer Discretionary 4.9%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
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