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
$441M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$1.93M
3
+$1.37M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.29M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.04M

Top Sells

1
+$524K
2
+$304K
3
+$291K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$241K
5
SPYG icon
State Street 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$50.1K 0.01%
+10,000
102
$45K 0.01%
150
1 2 3 4
5