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
$787M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.75M
3
+$1.55M
4
TROW icon
T. Rowe Price
TROW
+$1.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Top Sells

1
+$4.83M
2
+$1.83M
3
+$1.39M
4
DPST icon
Direxion Daily Regional Banks Bull 3X Shares
DPST
+$1.17M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Sector Composition

1 Technology 17.58%
2 Healthcare 12.59%
3 Consumer Staples 11.32%
4 Financials 8.6%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K ﹤0.01%
200
352
$29K ﹤0.01%
1,000
353
$28.9K ﹤0.01%
272
+1
354
$28.8K ﹤0.01%
+50
355
$28.8K ﹤0.01%
150
-70
356
$28.6K ﹤0.01%
365
357
$28.4K ﹤0.01%
235
358
$28.2K ﹤0.01%
+1,000
359
$28.1K ﹤0.01%
225
360
$27.5K ﹤0.01%
7,000
+5,500
361
$27.1K ﹤0.01%
880
362
$26.9K ﹤0.01%
100
+67
363
$26.3K ﹤0.01%
262
-916
364
$26.2K ﹤0.01%
1,000
365
$26.2K ﹤0.01%
229
366
$26.1K ﹤0.01%
1,045
367
$25.9K ﹤0.01%
200
368
$25.3K ﹤0.01%
5,001
369
$25.2K ﹤0.01%
394
370
$25K ﹤0.01%
150
371
$24.9K ﹤0.01%
376
372
$24.8K ﹤0.01%
805
373
$23.8K ﹤0.01%
302
374
$23.6K ﹤0.01%
501
-917
375
$23.5K ﹤0.01%
55
13 14
15
16 17