TFA
Tobias Financial Advisors Portfolio holdings
AUM
$584M
This Quarter Return
+8.37%
1 Year Return
+9.71%
3 Year Return
+32.07%
5 Year Return
+50.64%
10 Year Return
–
AUM
$1.27B
AUM Growth
+$1.27B
(+376%)
Cap. Flow
+$1B
Cap. Flow
% of AUM
78.89%
Top 10 Holdings %
Top 10 Hldgs %
33.92%
Holding
127
New
58
Increased
8
Reduced
1
Closed
60
Top Buys
| 1 |
Procter & Gamble
PG
|
$48.6M |
| 2 |
Deere & Co
DE
|
$47.5M |
| 3 |
Diageo
DEO
|
$46.4M |
| 4 |
PepsiCo
PEP
|
$45.8M |
| 5 |
Welltower
WELL
|
$44.6M |
Top Sells
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% |