TFA

Tobias Financial Advisors Portfolio holdings

AUM $708M
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$13.6M
3
+$8.3M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$7.73M
5
DWM icon
WisdomTree International Equity Fund
DWM
+$7.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.75%
2 Healthcare 0.68%
3 Consumer Discretionary 0.63%
4 Consumer Staples 0.56%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
+43
227
$4K ﹤0.01%
+115
228
$4K ﹤0.01%
+21
229
$4K ﹤0.01%
+100
230
$4K ﹤0.01%
+37
231
$4K ﹤0.01%
+50
232
$4K ﹤0.01%
+150
233
$4K ﹤0.01%
+50
234
$4K ﹤0.01%
+64
235
$4K ﹤0.01%
+123
236
$3K ﹤0.01%
+75
237
$3K ﹤0.01%
+100
238
$3K ﹤0.01%
+29
239
$3K ﹤0.01%
+80
240
$3K ﹤0.01%
+31
241
$3K ﹤0.01%
+83
242
$3K ﹤0.01%
+100
243
$3K ﹤0.01%
+102
244
$3K ﹤0.01%
+69
245
$3K ﹤0.01%
+50
246
$3K ﹤0.01%
+100
247
$2K ﹤0.01%
+100
248
$2K ﹤0.01%
+75
249
$2K ﹤0.01%
+200
250
$2K ﹤0.01%
+49
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