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
126
$26K 0.02%
+200
127
$25K 0.02%
+1,000
128
$24K 0.02%
+100
129
$24K 0.02%
+150
130
$24K 0.02%
+300
131
$24K 0.02%
+167
132
$24K 0.02%
+630
133
$23K 0.01%
+261
134
$22K 0.01%
+650
135
$22K 0.01%
+160
136
$22K 0.01%
+129
137
$21K 0.01%
+350
138
$21K 0.01%
+200
139
$21K 0.01%
+68
140
$21K 0.01%
+527
141
$21K 0.01%
+188
142
$21K 0.01%
+248
143
$20K 0.01%
+850
144
$20K 0.01%
+289
145
$20K 0.01%
+409
146
$20K 0.01%
+450
147
$20K 0.01%
+200
148
$19K 0.01%
+531
149
$19K 0.01%
+100
150
$19K 0.01%
+100
4 5
6
7 8