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
$323M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.39M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$3.68M
5
MELI icon
Mercado Libre
MELI
+$2.89M

Top Sells

1
+$4.16M
2
+$3.26M
3
+$2.56M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M
5
EPD icon
Enterprise Products Partners
EPD
+$1.91M

Sector Composition

1 Technology 33.45%
2 Communication Services 13.25%
3 Financials 8.75%
4 Consumer Discretionary 8.73%
5 Real Estate 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.2M 23%
640,788
+31,764
2
$16.7M 5.16%
83,305
+1,774
3
$16.2M 5.01%
389,834
+178,005
4
$16.1M 4.99%
310,620
+20,630
5
$13.2M 4.09%
212,512
+172,818
6
$7.69M 2.38%
49,929
+9,046
7
$6.75M 2.09%
42,900
-6,480
8
$6.64M 2.06%
6,130
+2,674
9
$5.31M 1.65%
51,920
-4,800
10
$5.14M 1.59%
63,900
+1,646
11
$4.93M 1.53%
+76,223
12
$3.55M 1.1%
16,898
-3,531
13
$3.55M 1.1%
10,502
+1,396
14
$3.12M 0.97%
205,688
+173,924
15
$3.09M 0.96%
66,122
+6,001
16
$2.47M 0.76%
28,152
-7,273
17
$2.44M 0.75%
19,636
-33,558
18
$2.29M 0.71%
10,693
-99
19
$2.28M 0.71%
7,402
-2,288
20
$2.17M 0.67%
10,096
+8,644
21
$2.17M 0.67%
59,510
+4,030
22
$2.14M 0.66%
26,359
-3,870
23
$2.12M 0.66%
15,143
-7,487
24
$2.09M 0.65%
6,246
+1,284
25
$1.99M 0.62%
7,824
+1,264
1
2 3 4 5