TFA
Tobias Financial Advisors Portfolio holdings
AUM
$584M
1-Year Return
9.71%
This Quarter Return
+6.89%
1 Year Return
+9.71%
3 Year Return
+32.07%
5 Year Return
+50.64%
10 Year Return
–
AUM
$182M
AUM Growth
+$12.2M
(+7.2%)
Cap. Flow
+$974K
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
64.33%
Holding
67
New
4
Increased
17
Reduced
35
Closed
–
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$4.24M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.41M |
| 3 |
Assurant
AIZ
|
$567K |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$419K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$388K |
Top Sells
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Consumer Discretionary | 1.12% |
| 3 | Healthcare | 0.56% |
| 4 | Financials | 0.47% |
| 5 | Consumer Staples | 0.37% |
