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
$138M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$3.58M
3
+$2.45M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.31M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$316K

Top Sells

1
+$4.23M
2
+$3.31M
3
+$413K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$307K
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$274K

Sector Composition

1 Technology 1.43%
2 Consumer Discretionary 0.58%
3 Consumer Staples 0.43%
4 Financials 0.37%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
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