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
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$14.3M
3
+$8.63M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$8.12M
5
DWM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.76%
+23,199
27
$1.02M 0.65%
+8,495
28
$1.01M 0.65%
+15,392
29
$875K 0.56%
+23,288
30
$869K 0.56%
+17,354
31
$822K 0.53%
+8,780
32
$663K 0.42%
+4,857
33
$643K 0.41%
+14,346
34
$637K 0.41%
+12,642
35
$624K 0.4%
+12,505
36
$617K 0.39%
+6,680
37
$593K 0.38%
+14,153
38
$490K 0.31%
+8,450
39
$442K 0.28%
+9,243
40
$360K 0.23%
+2,284
41
$321K 0.21%
+8,144
42
$308K 0.2%
+5,088
43
$297K 0.19%
+9,487
44
$279K 0.18%
+1,485
45
$274K 0.18%
+4,812
46
$270K 0.17%
+4,732
47
$266K 0.17%
+16,305
48
$260K 0.17%
+24,829
49
$259K 0.17%
+10,929
50
$252K 0.16%
+13,080
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