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
$456M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.02M
3 +$694K
4
AAPL icon
Apple
AAPL
+$620K
5
AMGN icon
Amgen
AMGN
+$613K

Top Sells

1 +$3.69M
2 +$1.05M
3 +$957K
4
ABBV icon
AbbVie
ABBV
+$921K
5
EEFT icon
Euronet Worldwide
EEFT
+$908K

Sector Composition

1 Consumer Staples 15.79%
2 Technology 14.22%
3 Healthcare 14%
4 Financials 6.62%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K ﹤0.01%
300
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+50
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+1
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$7K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
300