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
$411M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$28.7M
3
+$11M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.74M
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.43M

Top Sells

1
+$49.8M
2
+$23.8M
3
+$7.43M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.8M
5
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$3.62M

Sector Composition

1 Technology 1.18%
2 Consumer Discretionary 0.47%
3 Communication Services 0.28%
4 Real Estate 0.27%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,000
102
– –
-667
1 2 3 4
5