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
176
$13K 0.01%
+194
177
$12K 0.01%
+60
178
$12K 0.01%
+212
179
$12K 0.01%
+100
180
$12K 0.01%
+80
181
$12K 0.01%
+100
182
$11K 0.01%
+202
183
$11K 0.01%
+83
184
$10K 0.01%
+122
185
$10K 0.01%
+200
186
$10K 0.01%
+126
187
$10K 0.01%
+375
188
$9K 0.01%
+110
189
$9K 0.01%
+200
190
$9K 0.01%
+105
191
$9K 0.01%
+80
192
$8K 0.01%
+99
193
$8K 0.01%
+450
194
$8K 0.01%
+59
195
$8K 0.01%
+2,000
196
$8K 0.01%
+376
197
$7K ﹤0.01%
+173
198
$7K ﹤0.01%
+263
199
$7K ﹤0.01%
+150
200
$7K ﹤0.01%
+78
6 7
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