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
$515M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$4.23M
3
+$1.83M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.7M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.58M

Top Sells

1
+$33.3M
2
+$314K
3
+$268K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$265K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$258K

Sector Composition

1 Technology 1.66%
2 Financials 0.52%
3 Consumer Discretionary 0.5%
4 Communication Services 0.47%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.08%
17,910
77
$407K 0.08%
868
+56
78
$397K 0.08%
4,520
-201
79
$392K 0.08%
736
+64
80
$384K 0.07%
407
+20
81
$373K 0.07%
16,881
+4,985
82
$371K 0.07%
708
+63
83
$360K 0.07%
1,000
84
$354K 0.07%
1,442
85
$335K 0.07%
913
+3
86
$316K 0.06%
3,833
87
$314K 0.06%
14,790
+100
88
$298K 0.06%
1,423
89
$294K 0.06%
1,757
+22
90
$288K 0.06%
3,674
-250
91
$275K 0.05%
816
+4
92
$260K 0.05%
2,815
+35
93
$255K 0.05%
3,567
+3
94
$250K 0.05%
2,944
-520
95
$249K 0.05%
669
96
$247K 0.05%
3,489
-8
97
$247K 0.05%
451
+17
98
$246K 0.05%
2,566
-22
99
$242K 0.05%
3,919
+17
100
$242K 0.05%
854
1 2 3
4
5