TFA
Tobias Financial Advisors Portfolio holdings
AUM
$584M
1-Year Return
9.71%
This Quarter Return
+5.8%
1 Year Return
+9.71%
3 Year Return
+32.07%
5 Year Return
+50.64%
10 Year Return
–
AUM
$156M
AUM Growth
–
Cap. Flow
+$156M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.16%
Holding
319
New
315
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$35.2M |
| 2 |
Vanguard Growth ETF
VUG
|
$14.3M |
| 3 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$8.63M |
| 4 |
iShares Exponential Technologies ETF
XT
|
$8.12M |
| 5 |
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% |
