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
$626M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.09M
3
+$1.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.32M
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$1.26M

Top Sells

1
+$1.65M
2
+$1.27M
3
+$1.26M
4
AMD icon
Advanced Micro Devices
AMD
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.09M

Sector Composition

1 Healthcare 16.5%
2 Technology 13.03%
3 Consumer Staples 13.01%
4 Financials 7.37%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K ﹤0.01%
345
402
$17K ﹤0.01%
449
403
$17K ﹤0.01%
+125
404
$17K ﹤0.01%
+250
405
$16K ﹤0.01%
280
406
$16K ﹤0.01%
333
-120
407
$16K ﹤0.01%
360
408
$16K ﹤0.01%
+325
409
$16K ﹤0.01%
+640
410
$16K ﹤0.01%
+115
411
$16K ﹤0.01%
+150
412
$16K ﹤0.01%
151
413
$16K ﹤0.01%
+400
414
$16K ﹤0.01%
1,950
415
$15K ﹤0.01%
195
+50
416
$15K ﹤0.01%
+166
417
$15K ﹤0.01%
30
418
$15K ﹤0.01%
+110
419
$15K ﹤0.01%
200
420
$15K ﹤0.01%
+100
421
$15K ﹤0.01%
464
+122
422
$15K ﹤0.01%
230
423
$15K ﹤0.01%
560
+190
424
$14K ﹤0.01%
+125
425
$14K ﹤0.01%
500
15 16
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