TFA

Tobias Financial Advisors Portfolio holdings

AUM $658M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
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
+$35.2M
2
+$14.3M
3
+$8.63M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$8.12M
5
DWM icon
WisdomTree International Equity Fund
DWM
+$7.8M

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
251
$2K ﹤0.01%
+49
252
$2K ﹤0.01%
+39
253
$2K ﹤0.01%
+10
254
$2K ﹤0.01%
+100
255
$2K ﹤0.01%
+102
256
$2K ﹤0.01%
+25
257
$2K ﹤0.01%
+192
258
$2K ﹤0.01%
+100
259
$2K ﹤0.01%
+14
260
$2K ﹤0.01%
+100
261
$2K ﹤0.01%
+100
262
$2K ﹤0.01%
+100
263
$2K ﹤0.01%
+87
264
$2K ﹤0.01%
+90
265
$1K ﹤0.01%
+34
266
$1K ﹤0.01%
+21
267
$1K ﹤0.01%
+67
268
$1K ﹤0.01%
+86
269
$1K ﹤0.01%
+6
270
$1K ﹤0.01%
+84
271
$1K ﹤0.01%
+10
272
$1K ﹤0.01%
+100
273
$1K ﹤0.01%
+100
274
$1K ﹤0.01%
+40
275
$1K ﹤0.01%
+84
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