TFA
Toth Financial Advisory Portfolio holdings
AUM
$856M
1-Year Return
19.56%
This Quarter Return
+6.61%
1 Year Return
+19.56%
3 Year Return
+72.93%
5 Year Return
+135.63%
10 Year Return
+364.32%
AUM
$626M
AUM Growth
+$43.1M
(+7.4%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
2.9%
Top 10 Holdings %
Top 10 Hldgs %
23.33%
Holding
736
New
132
Increased
176
Reduced
101
Closed
59
Top Buys
| 1 |
Telos
TLS
|
$2.41M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$2.09M |
| 3 |
ProShares Ultra Financials
UYG
|
$1.49M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.32M |
| 5 |
Direxion Daily Mid Cap Bull 3X Shares
MIDU
|
$1.26M |
Top Sells
| 1 |
ProShares Ultra QQQ
QLD
|
$1.65M |
| 2 |
Apple
AAPL
|
$1.27M |
| 3 |
Amazon
AMZN
|
$1.26M |
| 4 |
Advanced Micro Devices
AMD
|
$1.25M |
| 5 |
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% |
