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
$462M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$2.51M
3
+$2.33M
4
ABBV icon
AbbVie
ABBV
+$2.03M
5
UNH icon
UnitedHealth
UNH
+$1.49M

Top Sells

1
+$1.48M
2
+$923K
3
+$713K
4
MSFT icon
Microsoft
MSFT
+$647K
5
AMAT icon
Applied Materials
AMAT
+$534K

Sector Composition

1 Healthcare 18.06%
2 Technology 17.25%
3 Consumer Staples 15.22%
4 Financials 5.53%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22K ﹤0.01%
465
277
$21K ﹤0.01%
110
-310
278
$21K ﹤0.01%
+130
279
$21K ﹤0.01%
147
+1
280
$21K ﹤0.01%
500
281
$20K ﹤0.01%
300
282
$20K ﹤0.01%
246
-78
283
$20K ﹤0.01%
+1,008
284
$20K ﹤0.01%
+500
285
$19K ﹤0.01%
200
286
$19K ﹤0.01%
218
287
$19K ﹤0.01%
487
+267
288
$19K ﹤0.01%
900
289
$18K ﹤0.01%
+550
290
$18K ﹤0.01%
360
-90
291
$18K ﹤0.01%
+103
292
$18K ﹤0.01%
+15
293
$17K ﹤0.01%
500
294
$17K ﹤0.01%
662
+7
295
$17K ﹤0.01%
+200
296
$17K ﹤0.01%
376
297
$17K ﹤0.01%
280
+38
298
$17K ﹤0.01%
345
299
$17K ﹤0.01%
+598
300
$17K ﹤0.01%
669
+623
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