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
201
$7K ﹤0.01%
+159
202
$7K ﹤0.01%
+200
203
$7K ﹤0.01%
+80
204
$7K ﹤0.01%
+95
205
$7K ﹤0.01%
+305
206
$6K ﹤0.01%
+41
207
$6K ﹤0.01%
+100
208
$6K ﹤0.01%
+116
209
$6K ﹤0.01%
+100
210
$6K ﹤0.01%
+50
211
$6K ﹤0.01%
+100
212
$6K ﹤0.01%
+101
213
$5K ﹤0.01%
+200
214
$5K ﹤0.01%
+98
215
$5K ﹤0.01%
+215
216
$5K ﹤0.01%
+75
217
$5K ﹤0.01%
+60
218
$5K ﹤0.01%
+45
219
$5K ﹤0.01%
+102
220
$5K ﹤0.01%
+40
221
$5K ﹤0.01%
+100
222
$4K ﹤0.01%
+115
223
$4K ﹤0.01%
+85
224
$4K ﹤0.01%
+123
225
$4K ﹤0.01%
+110
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