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
$1.27B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$47.5M
3
+$46.4M
4
PEP icon
PepsiCo
PEP
+$45.8M
5
WELL icon
Welltower
WELL
+$44.6M

Top Sells

1
+$37.5M
2
+$23M
3
+$22.4M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$20.9M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$14.7M

Sector Composition

1 Consumer Staples 24.29%
2 Financials 15.36%
3 Healthcare 11.52%
4 Real Estate 8.83%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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