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
276
$48.3K 0.01%
598
277
$48.1K 0.01%
2,804
+304
278
$47.8K 0.01%
500
279
$47.8K 0.01%
792
+52
280
$47.3K 0.01%
2,000
281
$47.3K 0.01%
900
282
$45.9K 0.01%
291
-259
283
$45.7K 0.01%
233
+1
284
$45.6K 0.01%
398
285
$44.7K 0.01%
125
286
$44.4K 0.01%
146
287
$44.4K 0.01%
100
+11
288
$43.9K 0.01%
357
289
$43.8K 0.01%
139
+39
290
$43.4K 0.01%
305
-4,850
291
$42.9K 0.01%
625
292
$41.8K 0.01%
400
-9,000
293
$41.5K 0.01%
2,500
+2,000
294
$41.4K 0.01%
2,389
295
$41.4K 0.01%
137
296
$41.3K 0.01%
332
+72
297
$40.4K 0.01%
1,243
298
$39.8K 0.01%
1,694
+2
299
$39.7K 0.01%
832
300
$39.5K 0.01%
835
10 11
12
13 14