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
$691M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.33M
3
+$1.14M
4
NOW icon
ServiceNow
NOW
+$1.1M
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$1.02M

Top Sells

1
+$1.23M
2
+$1.07M
3
+$959K
4
URI icon
United Rentals
URI
+$947K
5
ABBV icon
AbbVie
ABBV
+$910K

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
301
$39.2K 0.01%
635
302
$38.7K 0.01%
217
+35
303
$38.5K 0.01%
835
304
$38.4K 0.01%
1,696
+2
305
$38.3K 0.01%
473
-125
306
$37.6K 0.01%
165
+15
307
$37.4K 0.01%
188
308
$36.8K 0.01%
123
-9
309
$36.5K 0.01%
1,800
310
$35.6K 0.01%
1,211
-60
311
$35.3K 0.01%
311
+2
312
$35.2K 0.01%
100
-39
313
$35.1K 0.01%
+3,100
314
$35.1K 0.01%
560
315
$34.3K 0.01%
1,220
316
$34.2K 0.01%
800
-50
317
$33.6K ﹤0.01%
2,500
318
$33.6K ﹤0.01%
790
-110
319
$33.4K ﹤0.01%
822
-69
320
$33.2K ﹤0.01%
675
-17,562
321
$32.3K ﹤0.01%
387
+100
322
$32.2K ﹤0.01%
220
323
$31.8K ﹤0.01%
392
+230
324
$31.8K ﹤0.01%
1,200
325
$31.6K ﹤0.01%
605
11 12
13
14 15