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
351
$25.9K ﹤0.01%
260
352
$25.9K ﹤0.01%
450
-29
353
$25.8K ﹤0.01%
80
+34
354
$25.4K ﹤0.01%
4
355
$25.3K ﹤0.01%
175
-130
356
$25K ﹤0.01%
490
-342
357
$25K ﹤0.01%
+1,000
358
$25K ﹤0.01%
270
359
$24.7K ﹤0.01%
+2,000
360
$24.7K ﹤0.01%
805
361
$24.4K ﹤0.01%
302
362
$24.3K ﹤0.01%
+2,600
363
$24.3K ﹤0.01%
150
364
$24.3K ﹤0.01%
510
+10
365
$24.2K ﹤0.01%
+2,429
366
$24.2K ﹤0.01%
212
367
$24.1K ﹤0.01%
210
-15
368
$23.7K ﹤0.01%
500
369
$23.7K ﹤0.01%
229
-110
370
$23.6K ﹤0.01%
237
+1
371
$23.3K ﹤0.01%
+600
372
$23.3K ﹤0.01%
2,000
+80
373
$23.3K ﹤0.01%
168
374
$23.3K ﹤0.01%
+239
375
$23.2K ﹤0.01%
+2,000
13 14
15
16 17