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
351
$25K ﹤0.01%
37
+1
352
$25K ﹤0.01%
300
353
$25K ﹤0.01%
157
+35
354
$25K ﹤0.01%
200
355
$24K ﹤0.01%
320
356
$24K ﹤0.01%
130
357
$24K ﹤0.01%
598
358
$23K ﹤0.01%
1,363
+763
359
$23K ﹤0.01%
+630
360
$23K ﹤0.01%
120
361
$23K ﹤0.01%
210
362
$22K ﹤0.01%
+180
363
$22K ﹤0.01%
255
+2
364
$22K ﹤0.01%
900
365
$22K ﹤0.01%
585
+485
366
$22K ﹤0.01%
845
+200
367
$22K ﹤0.01%
300
368
$21K ﹤0.01%
450
+400
369
$21K ﹤0.01%
250
370
$21K ﹤0.01%
500
371
$21K ﹤0.01%
100
-1,450
372
$21K ﹤0.01%
376
373
$21K ﹤0.01%
164
374
$21K ﹤0.01%
260
375
$21K ﹤0.01%
3,000
13 14
15
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