TFA
Tobias Financial Advisors Portfolio holdings
AUM
$584M
This Quarter Return
+4.43%
1 Year Return
+9.71%
3 Year Return
+32.07%
5 Year Return
+50.64%
10 Year Return
–
AUM
$441M
AUM Growth
+$441M
(+7.5%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
61.02%
Holding
102
New
6
Increased
33
Reduced
38
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$524K |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$304K |
| 3 |
WisdomTree International Equity Fund
DWM
|
$291K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$241K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$239K |
Sector Composition
| 1 | Technology | 1.3% |
| 2 | Consumer Discretionary | 0.58% |
| 3 | Communication Services | 0.41% |
| 4 | Financials | 0.27% |
| 5 | Healthcare | 0.27% |
