TFA
Tobias Financial Advisors Portfolio holdings
AUM
$584M
This Quarter Return
-12.02%
1 Year Return
+9.71%
3 Year Return
+32.07%
5 Year Return
+50.64%
10 Year Return
–
AUM
$298M
AUM Growth
+$298M
(+2.7%)
Cap. Flow
+$41.6M
Cap. Flow
% of AUM
13.96%
Top 10 Holdings %
Top 10 Hldgs %
54.93%
Holding
91
New
15
Increased
24
Reduced
36
Closed
5
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$42M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$18.3M |
| 3 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
$8.01M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$7.41M |
| 5 |
Vanguard Value ETF
VTV
|
$6.87M |
Top Sells
Sector Composition
| 1 | Technology | 1.19% |
| 2 | Consumer Discretionary | 0.73% |
| 3 | Healthcare | 0.54% |
| 4 | Financials | 0.35% |
| 5 | Real Estate | 0.28% |
