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
276
$1K ﹤0.01%
+84
277
$1K ﹤0.01%
+10
278
$1K ﹤0.01%
+100
279
$1K ﹤0.01%
+100
280
$0 ﹤0.01%
+6
281
$0 ﹤0.01%
+5
282
$0 ﹤0.01%
+2
283
– –
0
284
$0 ﹤0.01%
+50
285
$0 ﹤0.01%
+46
286
– –
0
287
– –
0
288
$0 ﹤0.01%
+15
289
$0 ﹤0.01%
+275
290
$0 ﹤0.01%
+9
291
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+41
292
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+5
293
$0 ﹤0.01%
+43
294
$0 ﹤0.01%
+14
295
$0 ﹤0.01%
+50
296
$0 ﹤0.01%
+40
297
$0 ﹤0.01%
+14
298
$0 ﹤0.01%
+6
299
$0 ﹤0.01%
+3
300
$0 ﹤0.01%
+21
9 10 11
12
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