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
$626M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.09M
3
+$1.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.32M
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$1.26M

Top Sells

1
+$1.65M
2
+$1.27M
3
+$1.26M
4
AMD icon
Advanced Micro Devices
AMD
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.09M

Sector Composition

1 Healthcare 16.5%
2 Technology 13.03%
3 Consumer Staples 13.01%
4 Financials 7.37%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$60K 0.01%
1,000
+450
277
$60K 0.01%
1,637
+20
278
$60K 0.01%
805
+300
279
$60K 0.01%
600
+250
280
$58K 0.01%
556
-200
281
$58K 0.01%
640
282
$58K 0.01%
2,446
+30
283
$57K 0.01%
380
-50
284
$57K 0.01%
180
285
$56K 0.01%
665
+300
286
$56K 0.01%
275
-98
287
$56K 0.01%
1,449
288
$56K 0.01%
682
289
$54K 0.01%
3,400
290
$53K 0.01%
2,500
291
$50K 0.01%
350
292
$50K 0.01%
201
-1,419
293
$49K 0.01%
625
294
$48K 0.01%
1,030
-15,470
295
$48K 0.01%
260
+30
296
$47K 0.01%
+1,715
297
$46K 0.01%
246
298
$46K 0.01%
484
+184
299
$46K 0.01%
425
300
$46K 0.01%
585
-15,935
10 11
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