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
$583M
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.89M
3
+$4.87M
4
TDG icon
TransDigm Group
TDG
+$4.84M
5
V icon
Visa
V
+$4.64M

Top Sells

1
+$12.6M
2
+$8.55M
3
+$6.39M
4
NOW icon
ServiceNow
NOW
+$5.42M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.33M

Sector Composition

1 Technology 44.12%
2 Energy 11.4%
3 Communication Services 4.89%
4 Consumer Discretionary 4.78%
5 Financials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
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