Instuitional Investor - Team Financial Group, Llc
Fund Profile
Filing Period:
Fund Name: | Team Financial Group, Llc |
Portfolio Value | $203,406,398 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Us Quality Dividend Growth Fund - ETF | 376,331 | $31,513,986 | 15.49% | |
2. | Wisdomtree Trust | 451,840 | $28,922,273 | 14.22% | |
3. | Wisdomtree Floating Rate Treasury Fund - ETF | 488,819 | $24,592,493 | 12.09% | |
4. | Wisdomtree U.s. Multifactor Fund - ETF | 398,432 | $20,422,431 | 10.04% | |
5. | FNDF | 471,394 | $13,769,425 | 6.77% |