TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 28.14%
This Quarter Est. Return
1 Year Est. Return
+28.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$31.2M
3
+$19.9M
4
PWR icon
Quanta Services
PWR
+$16.3M
5
GS icon
Goldman Sachs
GS
+$16.2M

Top Sells

1
+$21.6M
2
+$20.6M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
ANET icon
Arista Networks
ANET
+$18.2M

Sector Composition

1 Technology 20.07%
2 Financials 10.77%
3 Industrials 7.73%
4 Communication Services 7.52%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.6M 5.98%
907,939
+154,252
2
$49.9M 5.79%
544,415
+339,796
3
$48.6M 5.63%
221,407
+3,089
4
$40.7M 4.72%
+829,178
5
$35.3M 4.09%
223,165
-27,837
6
$33.8M 3.91%
67,893
+27,499
7
$27.7M 3.2%
999,701
+319,430
8
$25.5M 2.95%
34,437
+2,759
9
$24.5M 2.84%
451,024
-107,404
10
$23.5M 2.73%
114,689
-90,400
11
$22.6M 2.62%
168,900
+3,320
12
$22.4M 2.6%
77,311
-28
13
$21.1M 2.45%
39,959
+30,149
14
$20.6M 2.39%
54,605
+42,991
15
$19.9M 2.31%
+568,102
16
$19.9M 2.3%
28,065
+22,886
17
$19.3M 2.24%
35,598
+463
18
$19.3M 2.23%
19,447
+2,608
19
$17.4M 2.01%
65,023
+52,806
20
$16.1M 1.86%
262,272
+256,010
21
$15.3M 1.78%
50,331
-17,113
22
$7.73M 0.9%
71,732
+597
23
$7.64M 0.88%
24,045
-58,941
24
$7.56M 0.88%
333,448
+7,648
25
$7.46M 0.86%
72,926
-177,699
1
2 3 4 5