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
$1.27B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$48.6M
2 +$47.5M
3 +$46.4M
4
PEP icon
PepsiCo
PEP
+$45.8M
5
WELL icon
Welltower
WELL
+$44.6M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,942
127
-8,897