TFA

Toth Financial Advisory Portfolio holdings

AUM $920M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$847M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.39M
3
+$972K
4
CPRX icon
Catalyst Pharmaceutical
CPRX
+$936K
5
OSCR icon
Oscar Health
OSCR
+$923K

Top Sells

1
+$1.88M
2
+$1.12M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.09M
5
ALV icon
Autoliv
ALV
+$1.02M

Sector Composition

1 Technology 17.19%
2 Healthcare 12.59%
3 Consumer Staples 11.25%
4 Financials 9.21%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21.2K ﹤0.01%
1,001
+500
377
$21.1K ﹤0.01%
45
-10
378
$21.1K ﹤0.01%
268
379
$20.5K ﹤0.01%
360
380
$20.3K ﹤0.01%
106
+15
381
$20.2K ﹤0.01%
500
+400
382
$20.2K ﹤0.01%
61
-11
383
$20.1K ﹤0.01%
+200
384
$19.9K ﹤0.01%
168
385
$19.9K ﹤0.01%
85
386
$19.8K ﹤0.01%
100
387
$19.6K ﹤0.01%
8,000
+1,000
388
$19.3K ﹤0.01%
415
-60
389
$19.3K ﹤0.01%
100
390
$19.2K ﹤0.01%
245
391
$19K ﹤0.01%
509
+8
392
$18.9K ﹤0.01%
623
393
$18.8K ﹤0.01%
179
-50
394
$18.7K ﹤0.01%
65
395
$18.5K ﹤0.01%
219
-58
396
$18.3K ﹤0.01%
450
-450
397
$18.1K ﹤0.01%
189
398
$17.9K ﹤0.01%
120
399
$17.8K ﹤0.01%
162
-150
400
$17.8K ﹤0.01%
200
14 15
16
17 18