TFA
Tobias Financial Advisors Portfolio holdings
AUM
$584M
1-Year Return
9.71%
This Quarter Return
+15.67%
1 Year Return
+9.71%
3 Year Return
+32.07%
5 Year Return
+50.64%
10 Year Return
–
AUM
$170M
AUM Growth
+$32M
(+23%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
7.21%
Top 10 Holdings %
Top 10 Hldgs %
64.28%
Holding
67
New
9
Increased
15
Reduced
28
Closed
4
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.58M |
| 2 |
WisdomTree International Equity Fund
DWM
|
$3.35M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$2.61M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$1.92M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.55M |
Sector Composition
| 1 | Technology | 1.21% |
| 2 | Consumer Discretionary | 1.03% |
| 3 | Healthcare | 0.43% |
| 4 | Consumer Staples | 0.39% |
| 5 | Utilities | 0.18% |
