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
$691M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.33M
3 +$1.14M
4
NOW icon
ServiceNow
NOW
+$1.1M
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$1.02M

Top Sells

1 +$1.23M
2 +$1.07M
3 +$959K
4
URI icon
United Rentals
URI
+$947K
5
ABBV icon
AbbVie
ABBV
+$910K

Sector Composition

1 Technology 17.69%
2 Healthcare 14.25%
3 Consumer Staples 13.29%
4 Financials 8.44%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$18.5K ﹤0.01%
+95
402
$18.3K ﹤0.01%
623
403
$18K ﹤0.01%
100
404
$17.8K ﹤0.01%
205
405
$17.7K ﹤0.01%
484
406
$17.5K ﹤0.01%
500
+415
407
$17.4K ﹤0.01%
100
+15
408
$17.2K ﹤0.01%
220
+1
409
$17.1K ﹤0.01%
88
410
$17K ﹤0.01%
268
411
$17K ﹤0.01%
120
412
$16.7K ﹤0.01%
150
-28
413
$16.4K ﹤0.01%
600
414
$16.4K ﹤0.01%
135
415
$16.3K ﹤0.01%
+171
416
$16.2K ﹤0.01%
610
417
$16.1K ﹤0.01%
400
+200
418
$16K ﹤0.01%
150
419
$15.9K ﹤0.01%
645
+100
420
$15.7K ﹤0.01%
421
-1,669
421
$15.7K ﹤0.01%
670
+131
422
$15.3K ﹤0.01%
+725
423
$14.8K ﹤0.01%
+1,000
424
$14.8K ﹤0.01%
245
425
$14.7K ﹤0.01%
353