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

Top Buys

1
+$7.18M
2
+$6.52M
3
+$6.51M
4
FCX icon
Freeport-McMoran
FCX
+$6.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$6M

Top Sells

1
+$5M
2
+$4.53M
3
+$4.44M
4
MSFT icon
Microsoft
MSFT
+$4.4M
5
ALL icon
Allstate
ALL
+$4.16M

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
in Stake 		Capital Flow
201
– –
-13,127
202
– –
-5,198
203
– –
-3,577
204
– –
-15,575
205
– –
-3,771
206
– –
-6,539
207
– –
-9,031
208
– –
-16,950
209
– –
-11,664
210
– –
-23,319
211
– –
-13,391
212
– –
-8,081
213
– –
-1,679
214
– –
-4,132
215
– –
-20,606
216
– –
-16,939
217
– –
-6,118
218
– –
-3,824
219
– –
-13,694
220
– –
-36,553
221
– –
-5,694
222
– –
-8,957
223
– –
-6,978
224
– –
-1,221
225
– –
-5,299
5 6 7 8
9