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
251
$64.3K 0.01%
760
+310
252
$64.3K 0.01%
1,000
253
$64K 0.01%
1,071
254
$64K 0.01%
585
255
$62.2K 0.01%
3,613
+418
256
$60K 0.01%
242
257
$58.9K 0.01%
640
258
$57.5K 0.01%
1,170
+600
259
$56.6K 0.01%
1,164
+8
260
$55.4K 0.01%
71
+33
261
$55.3K 0.01%
2,764
+950
262
$53.8K 0.01%
489
263
$53.6K 0.01%
1,130
264
$53K 0.01%
259
-39
265
$52.5K 0.01%
1,000
266
$51.7K 0.01%
150
267
$51.6K 0.01%
357
268
$51.2K 0.01%
2,000
269
$50.1K 0.01%
110
-4
270
$50.1K 0.01%
1,480
271
$49.8K 0.01%
2,389
272
$49K 0.01%
3,073
+3,015
273
$49K 0.01%
784
+480
274
$48.1K 0.01%
1,107
-183
275
$48.1K 0.01%
721
-552
9 10
11
12 13