TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 29.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.97%
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
+$40.3M
2
+$31.1M
3
+$18.6M
4
PGR icon
Progressive
PGR
+$14.5M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$14.3M

Top Sells

1
+$20.8M
2
+$19.1M
3
+$18.3M
4
TSLA icon
Tesla
TSLA
+$17.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M

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 6.33%
907,939
+154,252
2
$49.9M 6.13%
544,415
+339,796
3
$48.6M 5.96%
221,407
+3,089
4
$40.7M 5%
+829,178
5
$35.3M 4.33%
223,165
-27,837
6
$33.8M 4.15%
67,893
+27,499
7
$27.7M 3.39%
999,701
+319,430
8
$25.5M 3.13%
34,437
+2,759
9
$24.5M 3.01%
451,024
-107,404
10
$23.5M 2.89%
114,689
-90,400
11
$22.6M 2.78%
168,900
+3,320
12
$22.4M 2.75%
77,311
-28
13
$21.1M 2.59%
39,959
+30,149
14
$20.6M 2.53%
54,605
+42,991
15
$19.9M 2.45%
+568,102
16
$19.9M 2.44%
28,065
+22,886
17
$19.3M 2.37%
35,598
+463
18
$19.3M 2.36%
19,447
+2,608
19
$17.4M 2.13%
65,023
+52,806
20
$16.1M 1.97%
262,272
+256,010
21
$15.3M 1.88%
50,331
-17,113
22
$7.73M 0.95%
71,732
+597
23
$7.64M 0.94%
24,045
-58,941
24
$7.56M 0.93%
333,448
+7,648
25
$7.46M 0.92%
72,926
-177,699
1
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