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
$737M
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.31M
3
+$1.08M
4
ELV icon
Elevance Health
ELV
+$901K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$858K

Top Sells

1
+$2.23M
2
+$1.49M
3
+$1.08M
4
CAT icon
Caterpillar
CAT
+$873K
5
GLOB icon
Globant
GLOB
+$714K

Sector Composition

1 Technology 17.8%
2 Healthcare 13.3%
3 Consumer Staples 11.25%
4 Financials 8.94%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22.2K ﹤0.01%
600
377
$22K ﹤0.01%
394
378
$22K ﹤0.01%
376
379
$21.9K ﹤0.01%
760
380
$21.8K ﹤0.01%
533
381
$21.7K ﹤0.01%
506
382
$21.6K ﹤0.01%
120
383
$20.9K ﹤0.01%
420
+55
384
$20.9K ﹤0.01%
55
385
$20.6K ﹤0.01%
360
386
$20.6K ﹤0.01%
108
387
$20.5K ﹤0.01%
273
388
$20.2K ﹤0.01%
200
389
$20.2K ﹤0.01%
549
390
$19.8K ﹤0.01%
205
391
$19.6K ﹤0.01%
259
+1
392
$19.5K ﹤0.01%
150
393
$19.3K ﹤0.01%
2,000
394
$19.2K ﹤0.01%
150
-32
395
$18.8K ﹤0.01%
221
396
$18.6K ﹤0.01%
451
397
$18.6K ﹤0.01%
623
398
$17.9K ﹤0.01%
+40
399
$17.8K ﹤0.01%
233
400
$17.8K ﹤0.01%
1,001
14 15
16
17 18