Instuitional Investor - Team Financial Group, Llc
Fund Profile
Filing Period:
Fund Name: | Team Financial Group, Llc |
Portfolio Value | $174,395,166 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Us Quality Dividend Growth Fund | 351,255 | $28,427,043 | 16.3% | |
2. | Wisdomtree Trust | 433,257 | $26,506,689 | 15.19% | |
3. | Wisdomtree Floating Rate Treasury Fund | 423,514 | $21,311,219 | 12.22% | |
4. | Wisdomtree U.s. Multifactor Fund | 379,142 | $18,835,763 | 10.8% | |
5. | FNDF | 396,496 | $11,050,358 | 6.33% |