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
101
$41K 0.03%
+1,732
102
$41K 0.03%
+307
103
$39K 0.03%
+456
104
$39K 0.03%
+1,200
105
$39K 0.03%
+2,724
106
$38K 0.02%
+200
107
$38K 0.02%
+250
108
$38K 0.02%
+193
109
$36K 0.02%
+639
110
$34K 0.02%
+590
111
$33K 0.02%
+833
112
$32K 0.02%
+667
113
$32K 0.02%
+228
114
$31K 0.02%
+357
115
$30K 0.02%
+226
116
$30K 0.02%
+184
117
$29K 0.02%
+101
118
$29K 0.02%
+100
119
$29K 0.02%
+800
120
$29K 0.02%
+1,453
121
$29K 0.02%
+100
122
$29K 0.02%
+183
123
$29K 0.02%
+626
124
$28K 0.02%
+420
125
$26K 0.02%
+350
3 4
5
6 7