TFA

Toth Financial Advisory Portfolio holdings

AUM $926M
1-Year Est. Return 17.38%
This Quarter Est. Return
1 Year Est. Return
+17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.33M
3
+$1.14M
4
NOW icon
ServiceNow
NOW
+$1.1M
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$1.02M

Top Sells

1
+$1.23M
2
+$1.07M
3
+$959K
4
URI icon
United Rentals
URI
+$947K
5
ABBV icon
AbbVie
ABBV
+$910K

Sector Composition

1 Technology 17.69%
2 Healthcare 14.25%
3 Consumer Staples 13.29%
4 Financials 8.44%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92.7K 0.01%
415
-264
227
$83.9K 0.01%
500
228
$82.9K 0.01%
1,391
229
$82.8K 0.01%
376
-171
230
$82.7K 0.01%
2,040
-14,452
231
$81.6K 0.01%
2,501
232
$79.6K 0.01%
490
233
$77.6K 0.01%
1,702
234
$77.5K 0.01%
107
+2
235
$76.5K 0.01%
1,048
-74
236
$75.5K 0.01%
3,140
-34,000
237
$73.5K 0.01%
1,192
238
$72.4K 0.01%
28,283
239
$70.2K 0.01%
+2,600
240
$68.8K 0.01%
1,950
241
$68.7K 0.01%
3,247
242
$68.7K 0.01%
1,300
243
$68.3K 0.01%
350
244
$68K 0.01%
1,697
245
$67.7K 0.01%
900
-20
246
$67.6K 0.01%
2,300
247
$66.7K 0.01%
2,150
+1,000
248
$65.7K 0.01%
2,140
+900
249
$65.1K 0.01%
894
+6
250
$65.1K 0.01%
682
-13
8 9
10
11 12