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
$799M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.2M
3
+$1.04M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.03M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$967K

Top Sells

1
+$2.68M
2
+$2.06M
3
+$1.83M
4
URTY icon
ProShares UltraPro Russell2000
URTY
+$1.71M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.63M

Sector Composition

1 Technology 17.16%
2 Healthcare 13.24%
3 Consumer Staples 11.26%
4 Financials 8.54%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$57.3K 0.01%
488
277
$56.7K 0.01%
300
278
$56.4K 0.01%
406
-100
279
$56.3K 0.01%
428
+1
280
$56.3K 0.01%
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-68
281
$55.5K 0.01%
1,280
282
$54.8K 0.01%
489
283
$54.3K 0.01%
1,170
284
$54.1K 0.01%
335
285
$54.1K 0.01%
489
-2
286
$53.6K 0.01%
518
-4
287
$53.5K 0.01%
302
288
$53.4K 0.01%
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+14
289
$52.1K 0.01%
986
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290
$52K 0.01%
813
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291
$51.7K 0.01%
130
292
$48.9K 0.01%
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293
$48.2K 0.01%
672
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294
$47.9K 0.01%
120
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295
$47.6K 0.01%
500
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296
$46.9K 0.01%
291
297
$46.7K 0.01%
1,185
-24,048
298
$46.6K 0.01%
1,220
299
$46.3K 0.01%
240
300
$46K 0.01%
138
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12
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