TFA
Toth Financial Advisory Portfolio holdings
AUM
$856M
1-Year Return
19.56%
This Quarter Return
+6.06%
1 Year Return
+19.56%
3 Year Return
+72.93%
5 Year Return
+135.63%
10 Year Return
+364.32%
AUM
$641M
AUM Growth
+$24.7M
(+4%)
Cap. Flow
+$6.01M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
22.47%
Holding
853
New
146
Increased
200
Reduced
116
Closed
48
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.02M |
| 2 |
ProShares UltraPro QQQ
TQQQ
|
$1.53M |
| 3 |
O'Reilly Automotive
ORLY
|
$1.13M |
| 4 |
Apple
AAPL
|
$1.02M |
| 5 |
Broadcom
AVGO
|
$967K |
Top Sells
| 1 |
Quest Diagnostics
DGX
|
$1.39M |
| 2 |
Netflix
NFLX
|
$1.33M |
| 3 |
Lamb Weston
LW
|
$941K |
| 4 |
Neurocrine Biosciences
NBIX
|
$858K |
| 5 |
Reinsurance Group of America
RGA
|
$856K |
Sector Composition
| 1 | Technology | 16.75% |
| 2 | Healthcare | 15.41% |
| 3 | Consumer Staples | 14.32% |
| 4 | Financials | 8.16% |
| 5 | Consumer Discretionary | 7.24% |
