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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

Sector Composition

1 Technology 30.33%
2 Consumer Discretionary 12.01%
3 Financials 10.18%
4 Communication Services 9.96%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 19.99%
714,754
+35,644
2
$28.5M 5.64%
560,337
+29,122
3
$17.9M 3.54%
80,381
+393
4
$16.7M 3.31%
52,498
-2,000
5
$13.7M 2.71%
69,693
-20,181
6
$11.1M 2.2%
514,810
+103,560
7
$11.1M 2.19%
6,584
-54
8
$10.7M 2.12%
65,420
+30,800
9
$9.07M 1.79%
129,064
+10,076
10
$8.75M 1.73%
64,520
+680
11
$7.36M 1.45%
26,109
+7,576
12
$7.33M 1.45%
28,170
+332
13
$6.85M 1.35%
158,689
+4,000
14
$6.73M 1.33%
24,669
+2,445
15
$5.48M 1.08%
57,843
+35,761
16
$5.4M 1.07%
+126,708
17
$4.71M 0.93%
+132,712
18
$4.57M 0.9%
26,995
+579
19
$4.52M 0.89%
18,857
+1,225
20
$4.41M 0.87%
20,164
+2,433
21
$4.03M 0.8%
41,231
+5,939
22
$3.82M 0.76%
10,987
+487
23
$3.68M 0.73%
39,085
-1,591
24
$3.27M 0.65%
158,010
+32,690
25
$3.27M 0.65%
30,320
+5,294
1
2 3 4 5