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
301
$45K 0.01%
492
+25
302
$45K 0.01%
531
-22
303
$44K 0.01%
+1,059
304
$44K 0.01%
407
305
$44K 0.01%
786
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306
$42K 0.01%
146
307
$41K 0.01%
1,376
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308
$40K 0.01%
+1,166
309
$40K 0.01%
600
310
$38K 0.01%
190
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311
$37K 0.01%
250
312
$37K 0.01%
610
+75
313
$37K 0.01%
718
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314
$36K 0.01%
1,495
315
$36K 0.01%
212
316
$36K 0.01%
200
317
$35K 0.01%
2,344
+1,280
318
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319
$34K 0.01%
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$33K 0.01%
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321
$33K 0.01%
286
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$33K 0.01%
150
323
$32K 0.01%
112
324
$32K 0.01%
331
325
$32K 0.01%
105
11 12
13
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