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
301
$0 ﹤0.01%
+6
302
$0 ﹤0.01%
+12
303
$0 ﹤0.01%
+5
304
$0 ﹤0.01%
+23
305
$0 ﹤0.01%
+3
306
$0 ﹤0.01%
+6
307
– –
0
308
$0 ﹤0.01%
+14
309
$0 ﹤0.01%
+10
310
$0 ﹤0.01%
+1
311
$0 ﹤0.01%
+25
312
$0 ﹤0.01%
+50
313
$0 ﹤0.01%
+7
314
$0 ﹤0.01%
+5
315
$0 ﹤0.01%
+29
316
$0 ﹤0.01%
+1
317
$0 ﹤0.01%
+50
318
$0 ﹤0.01%
+2
319
$0 ﹤0.01%
+50
9 10 11 12
13