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
51
$198K 0.13%
+14,188
52
$192K 0.12%
+25,392
53
$191K 0.12%
+13,000
54
$189K 0.12%
+1,385
55
$186K 0.12%
+4,898
56
$185K 0.12%
+3,018
57
$181K 0.12%
+2,814
58
$153K 0.1%
+5,194
59
$153K 0.1%
+4,137
60
$145K 0.09%
+2,470
61
$141K 0.09%
+6,690
62
$140K 0.09%
+1,243
63
$124K 0.08%
+3,444
64
$122K 0.08%
+1,559
65
$113K 0.07%
+329
66
$108K 0.07%
+279
67
$104K 0.07%
+800
68
$98K 0.06%
+330
69
$97K 0.06%
+7,026
70
$93K 0.06%
+21,237
71
$87K 0.06%
+2,856
72
$86K 0.06%
+2,090
73
$84K 0.05%
+14,400
74
$82K 0.05%
+571
75
$81K 0.05%
+9,324
1 2
3
4 5