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
76
$80K 0.05%
+2,377
77
$80K 0.05%
+4,250
78
$78K 0.05%
+668
79
$77K 0.05%
+580
80
$75K 0.05%
+2,340
81
$72K 0.05%
+1,042
82
$69K 0.04%
+2,942
83
$69K 0.04%
+215
84
$68K 0.04%
+1,020
85
$67K 0.04%
+298
86
$65K 0.04%
+300
87
$64K 0.04%
+312
88
$63K 0.04%
+1,702
89
$62K 0.04%
+741
90
$58K 0.04%
+880
91
$57K 0.04%
+460
92
$55K 0.04%
+462
93
$55K 0.04%
+1,788
94
$54K 0.03%
+1,295
95
$54K 0.03%
+450
96
$48K 0.03%
+2,825
97
$46K 0.03%
+723
98
$44K 0.03%
+1,594
99
$44K 0.03%
+345
100
$42K 0.03%
+290
2 3
4
5 6