TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 29.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$6.53M
3
+$5.45M
4
META icon
Meta Platforms (Facebook)
META
+$4.21M
5
KLAC icon
KLA
KLAC
+$3.73M

Top Sells

1
+$6.52M
2
+$6.07M
3
+$5.42M
4
HUM icon
Humana
HUM
+$4.59M
5
OXY icon
Occidental Petroleum
OXY
+$4.35M

Sector Composition

1 Technology 38.09%
2 Energy 13.58%
3 Consumer Discretionary 4.25%
4 Financials 3.92%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-9,513
202
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-12,249
203
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-10,615
204
– –
-45,638
205
– –
-3,686
206
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-23,843
207
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-36
208
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-23,094
209
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-2,722
210
– –
-8,059
211
– –
-2,324
5 6 7 8
9