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
$464M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.62M
3
+$4.53M
4
AMZN icon
Amazon
AMZN
+$4.45M
5
TSLA icon
Tesla
TSLA
+$4.13M

Top Sells

1
+$3.61M
2
+$3.54M
3
+$3.52M
4
WRB icon
W.R. Berkley
WRB
+$2.9M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 33.11%
2 Energy 17.01%
3 Financials 6.86%
4 Consumer Discretionary 5.61%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 22.6%
758,457
+11,288
2
$29.9M 6.44%
496,427
-23,107
3
$26.7M 5.76%
114,665
+13,885
4
$18.3M 3.94%
151,727
+22,199
5
$17.2M 3.71%
535,713
+175,026
6
$14.6M 3.16%
160,419
+35,569
7
$14.3M 3.09%
149,811
+95,071
8
$9.78M 2.11%
86,559
+39,398
9
$7.71M 1.66%
324,158
-78,029
10
$7.55M 1.63%
28,292
-1,281
11
$6.99M 1.51%
80,023
+5,574
12
$6.89M 1.48%
25,961
+15,563
13
$5.1M 1.1%
23,574
+6,347
14
$5.02M 1.08%
40,307
+7,850
15
$4.76M 1.03%
109,518
-2,964
16
$4.57M 0.98%
25,708
+1,282
17
$4.53M 0.98%
+16,950
18
$4.38M 0.94%
32,428
+6,008
19
$4.37M 0.94%
98,330
+9,900
20
$3.92M 0.85%
+5,694
21
$3.89M 0.84%
16,939
+5,546
22
$3.83M 0.83%
12,674
+6,687
23
$3.81M 0.82%
63,804
+26,783
24
$3.75M 0.81%
+25,144
25
$3.74M 0.81%
15,575
+8,546
1
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