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
376
$23.2K ﹤0.01%
312
-77
377
$22.1K ﹤0.01%
47
-8
378
$21.9K ﹤0.01%
400
379
$21.8K ﹤0.01%
200
380
$21.7K ﹤0.01%
500
381
$21.1K ﹤0.01%
45
-24
382
$21.1K ﹤0.01%
360
383
$21K ﹤0.01%
520
384
$20.8K ﹤0.01%
589
-30
385
$20.7K ﹤0.01%
1,228
+19
386
$20.5K ﹤0.01%
550
387
$20.5K ﹤0.01%
394
388
$20.5K ﹤0.01%
376
389
$20K ﹤0.01%
760
-60
390
$19.6K ﹤0.01%
330
391
$19.5K ﹤0.01%
5,001
+2,000
392
$19.4K ﹤0.01%
544
-20
393
$19.4K ﹤0.01%
615
394
$19.2K ﹤0.01%
273
+84
395
$19.2K ﹤0.01%
3,400
396
$19.1K ﹤0.01%
533
397
$18.9K ﹤0.01%
+200
398
$18.8K ﹤0.01%
258
+206
399
$18.8K ﹤0.01%
75
400
$18.7K ﹤0.01%
701
+400
14 15
16
17 18