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
$768M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.47M
3
+$8.03M
4
AMZN icon
Amazon
AMZN
+$7.03M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$6.62M

Top Sells

1
+$12.9M
2
+$12.4M
3
+$9.6M
4
WMB icon
Williams Companies
WMB
+$3.66M
5
ZS icon
Zscaler
ZS
+$3.17M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 10.12%
3 Communication Services 8.1%
4 Industrials 7.59%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.6M 8.26%
253,800
-444
2
$46.3M 6.01%
210,857
+32,024
3
$36.1M 4.69%
627,187
+39,204
4
$31.9M 4.14%
75,644
+1,193
5
$27.5M 3.58%
205,133
-6,413
6
$24.4M 3.17%
60,350
+28,109
7
$23.7M 3.08%
214,169
-6,899
8
$22.8M 2.96%
403,693
+17,726
9
$21.8M 2.84%
115,321
+3,023
10
$21.5M 2.8%
489,009
+38,891
11
$21.2M 2.75%
438,163
+51,883
12
$19.9M 2.58%
38,093
+3,265
13
$18.8M 2.44%
20,530
+1,859
14
$18.7M 2.43%
142,000
+10,477
15
$18M 2.34%
197,396
+1,507
16
$17.3M 2.24%
13,636
+2,691
17
$16.6M 2.15%
28,275
+434
18
$16.1M 2.1%
18,115
-617
19
$16.1M 2.09%
67,110
+2,254
20
$15.2M 1.97%
91,199
-12,044
21
$14.3M 1.86%
13,571
-239
22
$13.8M 1.79%
119,514
+14,462
23
$13M 1.69%
126,823
+8,693
24
$11.4M 1.49%
211,420
-67,554
25
$10.6M 1.38%
64,868
-12,115
1
2 3 4 5