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
326
$31.1K ﹤0.01%
+2,100
327
$31K ﹤0.01%
320
-10
328
$30.6K ﹤0.01%
662
329
$30.1K ﹤0.01%
305
330
$29.9K ﹤0.01%
460
331
$29.6K ﹤0.01%
235
332
$29.5K ﹤0.01%
1,433
+725
333
$29.5K ﹤0.01%
205
334
$29.1K ﹤0.01%
400
-896
335
$29.1K ﹤0.01%
+1,500
336
$28.4K ﹤0.01%
860
-50
337
$28.2K ﹤0.01%
1,095
-165
338
$28.2K ﹤0.01%
299
339
$28K ﹤0.01%
+1,500
340
$27.7K ﹤0.01%
365
-6
341
$27.5K ﹤0.01%
150
342
$27.4K ﹤0.01%
200
343
$27.4K ﹤0.01%
1,022
+407
344
$27.1K ﹤0.01%
550
345
$27.1K ﹤0.01%
1,295
346
$26.9K ﹤0.01%
1,200
347
$26.2K ﹤0.01%
180
-10
348
$26.1K ﹤0.01%
126
349
$26.1K ﹤0.01%
590
350
$26.1K ﹤0.01%
600
-105
12 13
14
15 16