TFA

Tobias Financial Advisors Portfolio holdings

AUM $708M
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$3.07M
3
+$2.98M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.66M
5
GWX icon
State Street SPDR S&P International Small Cap ETF
GWX
+$2.11M

Top Sells

1
+$9.26M
2
+$3.57M
3
+$2.77M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$2.59M
5
VTV icon
Vanguard Value ETF
VTV
+$1.11M

Sector Composition

1 Technology 0.98%
2 Healthcare 0.47%
3 Financials 0.34%
4 Real Estate 0.34%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58.2K 0.02%
+10,000
77
$40.2K 0.01%
+16,024
78
$39.3K 0.01%
10,200
+4,231
79
$9.74K ﹤0.01%
+50,000
80
$4.8K ﹤0.01%
+22
81
$1.65K ﹤0.01%
+611
82
– –
-2,095
83
– –
-766
84
– –
-1,000
85
– –
-1,029
1 2 3
4