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
151
$19K 0.01%
+212
152
$19K 0.01%
+36
153
$19K 0.01%
+641
154
$18K 0.01%
+87
155
$18K 0.01%
+213
156
$18K 0.01%
+494
157
$18K 0.01%
+2,500
158
$17K 0.01%
+171
159
$17K 0.01%
+200
160
$17K 0.01%
+200
161
$16K 0.01%
+293
162
$16K 0.01%
+272
163
$15K 0.01%
+1,000
164
$15K 0.01%
+1,000
165
$15K 0.01%
+100
166
$15K 0.01%
+293
167
$15K 0.01%
+74
168
$15K 0.01%
+93
169
$15K 0.01%
+152
170
$14K 0.01%
+1,000
171
$14K 0.01%
+178
172
$13K 0.01%
+200
173
$13K 0.01%
+113
174
$13K 0.01%
+1,069
175
$13K 0.01%
+300
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