TFA
Tobias Financial Advisors Portfolio holdings
AUM
$718M
1-Year Est. Return
15.71%
This Fund
S&P 500
1 Year Est. Return
+15.71%
AUM
$708M
AUM Growth
+$49.6M
(+7.5%)
Holding
153
Top Buys
| 1 | +$15.8M | |
| 2 | +$5.49M | |
| 3 | +$3.92M | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$3.89M |
| 5 |
Dimensional International Small Cap ETF
DFIS
|
+$3.62M |
Top Sells
| 1 | +$14.9M | |
| 2 | +$783K | |
| 3 | +$653K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$510K |
| 5 |
Invesco Large Cap Growth ETF
PWB
|
+$500K |
Sector Composition
| 1 | Technology | 2.46% |
| 2 | Financials | 1.04% |
| 3 | Communication Services | 0.7% |
| 4 | Consumer Discretionary | 0.62% |
| 5 | Healthcare | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
UnitedHealth
UNH
$364B
| – | – |
-638
|
|
||
152
iShares US Home Construction ETF
ITB
$2.42B
| – | – |
-1,976
|
|
||
153
iShares Core Dividend Growth ETF
DGRO
$39.4B
| – | – |
-3,653
|
|