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
376
$23.5K ﹤0.01%
488
377
$23.4K ﹤0.01%
+580
378
$23.2K ﹤0.01%
168
-65
379
$23.1K ﹤0.01%
150
380
$22.9K ﹤0.01%
550
+50
381
$22.6K ﹤0.01%
330
382
$22.6K ﹤0.01%
72
+42
383
$21.9K ﹤0.01%
451
384
$21.5K ﹤0.01%
223
+1
385
$21.4K ﹤0.01%
40
386
$21.4K ﹤0.01%
200
387
$21.3K ﹤0.01%
150
388
$20.9K ﹤0.01%
544
389
$20.9K ﹤0.01%
+100
390
$20.7K ﹤0.01%
+475
391
$20.1K ﹤0.01%
+400
392
$19.8K ﹤0.01%
360
393
$19.6K ﹤0.01%
277
-536
394
$19.5K ﹤0.01%
268
395
$19.4K ﹤0.01%
500
396
$19.4K ﹤0.01%
472
+48
397
$19.3K ﹤0.01%
680
+65
398
$19.3K ﹤0.01%
50
399
$19K ﹤0.01%
449
400
$18.8K ﹤0.01%
63
-44
14 15
16
17 18