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
$641M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.53M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.02M
5
AVGO icon
Broadcom
AVGO
+$967K

Top Sells

1
+$1.39M
2
+$1.33M
3
+$941K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$858K
5
RGA icon
Reinsurance Group of America
RGA
+$856K

Sector Composition

1 Technology 16.71%
2 Healthcare 15.41%
3 Consumer Staples 14.32%
4 Financials 8.16%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$67.8K 0.01%
1,071
252
$67.1K 0.01%
888
+8
253
$66.9K 0.01%
1,300
254
$63.5K 0.01%
2,300
255
$62.2K 0.01%
1,156
+8
256
$61.4K 0.01%
1,280
+100
257
$59.4K 0.01%
640
258
$57K 0.01%
+1,290
259
$56.3K 0.01%
585
260
$55.9K 0.01%
219
+18
261
$55.9K 0.01%
3,195
262
$55.6K 0.01%
298
+39
263
$55.3K 0.01%
242
+9
264
$54.5K 0.01%
329
265
$54K 0.01%
1,130
266
$53.6K 0.01%
288
+32
267
$53.6K 0.01%
489
268
$53K 0.01%
1,000
269
$53K 0.01%
1,480
-10
270
$52.6K 0.01%
114
+54
271
$51.9K 0.01%
1,000
272
$51.7K 0.01%
246
+1
273
$51.1K 0.01%
1,296
-2,303
274
$50K 0.01%
150
275
$48.4K 0.01%
1,345
-18,050
9 10
11
12 13