TFA
Tobias Financial Advisors Portfolio holdings
AUM
$584M
This Quarter Return
-0.14%
1 Year Return
+9.71%
3 Year Return
+32.07%
5 Year Return
+50.64%
10 Year Return
–
AUM
$515M
AUM Growth
+$515M
(+3.5%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
60.51%
Holding
116
New
6
Increased
54
Reduced
38
Closed
3
Top Buys
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$33.3M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$314K |
| 3 |
Tesla
TSLA
|
$268K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$265K |
| 5 |
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% |
