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
$613M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.53M
3
+$5.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
KLAC icon
KLA
KLAC
+$3.57M

Top Sells

1
+$6.39M
2
+$5.87M
3
+$5.23M
4
HUM icon
Humana
HUM
+$4.75M
5
OXY icon
Occidental Petroleum
OXY
+$4.48M

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
– –
-36
202
– –
-23,843
203
– –
-3,686
204
– –
-45,638
205
– –
-10,615
206
– –
-12,249
207
– –
-2,324
208
– –
-8,059
209
– –
-2,722
210
– –
-23,094
211
– –
-9,513
5 6 7 8
9