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
$456M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.02M
3
+$694K
4
AAPL icon
Apple
AAPL
+$620K
5
AMGN icon
Amgen
AMGN
+$613K

Top Sells

1
+$3.69M
2
+$1.05M
3
+$957K
4
ABBV icon
AbbVie
ABBV
+$921K
5
EEFT icon
Euronet Worldwide
EEFT
+$908K

Sector Composition

1 Consumer Staples 15.79%
2 Technology 14.22%
3 Healthcare 14%
4 Financials 6.62%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
+25
402
$2K ﹤0.01%
+200
403
$2K ﹤0.01%
30
-370
404
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+75
405
$2K ﹤0.01%
+12
406
$2K ﹤0.01%
+150
407
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100
408
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400
409
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75
410
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54
411
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52
-162
412
$2K ﹤0.01%
+100
413
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+80
414
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+150
415
$2K ﹤0.01%
50
416
$2K ﹤0.01%
65
417
$2K ﹤0.01%
500
418
$2K ﹤0.01%
+100
419
$2K ﹤0.01%
+60
420
$2K ﹤0.01%
60
421
$2K ﹤0.01%
+100
422
$2K ﹤0.01%
200
423
$2K ﹤0.01%
+150
424
$2K ﹤0.01%
100
425
$2K ﹤0.01%
+40
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