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
$279M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.5M
3
+$3.33M
4
MELI icon
Mercado Libre
MELI
+$2.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.47M

Top Sells

1
+$3.17M
2
+$3.15M
3
+$2.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M
5
SHOP icon
Shopify
SHOP
+$1.86M

Sector Composition

1 Technology 32.72%
2 Financials 12.77%
3 Communication Services 11.25%
4 Consumer Discretionary 6.84%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.5M 19.89%
609,024
-392
2
$15.7M 5.64%
81,531
+7,113
3
$11.8M 4.22%
289,990
-77,600
4
$6.81M 2.44%
49,380
+17,700
5
$5.93M 2.12%
53,194
+5,248
6
$5.38M 1.93%
56,720
-19,620
7
$5.05M 1.81%
62,254
+8,399
8
$4.7M 1.68%
211,829
-142,794
9
$4.47M 1.6%
245,789
+1,295
10
$4.38M 1.57%
+40,883
11
$4.36M 1.56%
26,516
+20,246
12
$4.16M 1.49%
20,429
+2,458
13
$3.5M 1.26%
+49,420
14
$3.48M 1.25%
35,425
+6,195
15
$3.43M 1.23%
19,198
-11,850
16
$3.41M 1.22%
3,456
+2,589
17
$2.82M 1.01%
60,121
+19,971
18
$2.8M 1%
105,969
+10,992
19
$2.75M 0.98%
9,690
+698
20
$2.69M 0.96%
9,106
+3,804
21
$2.47M 0.88%
+39,694
22
$2.39M 0.85%
5,891
+5,126
23
$2.31M 0.83%
10,195
-2,834
24
$2.16M 0.77%
10,792
+1,056
25
$2.13M 0.76%
+15,836
1
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