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
376
$21K ﹤0.01%
228
377
$20K ﹤0.01%
500
378
$20K ﹤0.01%
300
379
$20K ﹤0.01%
720
380
$20K ﹤0.01%
330
381
$20K ﹤0.01%
550
+150
382
$20K ﹤0.01%
385
383
$20K ﹤0.01%
565
384
$19K ﹤0.01%
105
-1,900
385
$19K ﹤0.01%
633
386
$19K ﹤0.01%
+366
387
$19K ﹤0.01%
132
+10
388
$19K ﹤0.01%
150
389
$19K ﹤0.01%
+352
390
$19K ﹤0.01%
+4
391
$18K ﹤0.01%
156
392
$18K ﹤0.01%
410
393
$18K ﹤0.01%
300
394
$18K ﹤0.01%
+200
395
$18K ﹤0.01%
100
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396
$17K ﹤0.01%
79
-11
397
$17K ﹤0.01%
80
398
$17K ﹤0.01%
400
399
$17K ﹤0.01%
+1,000
400
$17K ﹤0.01%
93
14 15
16
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