TFA

Tobias Financial Advisors Portfolio holdings

AUM $718M
1-Year Est. Return 15.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.71%
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
301
$0 ﹤0.01%
+6
302
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+14
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+2
305
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306
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+50
307
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308
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0
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312
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317
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318
$0 ﹤0.01%
+2
319
$0 ﹤0.01%
+50
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