TFA

Toth Financial Advisory Portfolio holdings

AUM $920M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$1.99M
2
+$1.24M
3
+$1.18M
4
NOW icon
ServiceNow
NOW
+$978K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$912K

Top Sells

1
+$1.05M
2
+$990K
3
+$947K
4
TSLA icon
Tesla
TSLA
+$938K
5
SYK icon
Stryker
SYK
+$908K

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
276
$48K 0.01%
200
+135
277
$47.3K 0.01%
535
-500
278
$47.1K 0.01%
320
+15
279
$46.7K 0.01%
740
-52
280
$46.7K 0.01%
364
+32
281
$46.1K 0.01%
256
-32
282
$45.9K 0.01%
125
283
$45.7K 0.01%
635
-435
284
$45.6K 0.01%
233
285
$45.6K 0.01%
504
+4
286
$45K 0.01%
1,243
287
$44.5K 0.01%
398
288
$44.3K 0.01%
291
289
$44.3K 0.01%
146
290
$42.7K 0.01%
300
291
$42.1K 0.01%
406
292
$42.1K 0.01%
123
-96
293
$41.2K 0.01%
467
294
$41.1K 0.01%
90
-10
295
$40.9K 0.01%
108
+3
296
$40.4K 0.01%
428
+89
297
$40K 0.01%
137
298
$39.9K 0.01%
625
299
$39.8K 0.01%
302
-27
300
$39.3K 0.01%
146
10 11
12
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