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
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93M 18.99%
679,110
-242
2
$41.9M 8.56%
531,215
+39,995
3
$19.7M 4.02%
89,874
+82,821
4
$18.7M 3.82%
79,988
-7,349
5
$15M 3.06%
54,498
+782
6
$10.3M 2.11%
6,638
-121
7
$9.92M 2.03%
411,250
+15,455
8
$9.33M 1.9%
63,840
+9,730
9
$9.21M 1.88%
118,988
+47,528
10
$8.11M 1.66%
27,838
+788
11
$6.6M 1.35%
154,689
-40,073
12
$6.18M 1.26%
22,224
+17,129
13
$5.96M 1.22%
34,620
-8,280
14
$5.29M 1.08%
69,934
-40,952
15
$5.02M 1.03%
18,533
+790
16
$4.64M 0.95%
26,416
-1,802
17
$4.3M 0.88%
17,632
+2,717
18
$3.99M 0.82%
17,731
+13,114
19
$3.93M 0.8%
40,676
-8,767
20
$3.83M 0.78%
10,500
-762
21
$3.68M 0.75%
56,695
+9,500
22
$3.61M 0.74%
+35,292
23
$3.55M 0.73%
14,648
-2,208
24
$3.3M 0.67%
102,994
-7,889
25
$3.29M 0.67%
8,372
+1,116
1
2 3 4 5