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
$737M
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.31M
3
+$1.08M
4
ELV icon
Elevance Health
ELV
+$901K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$858K

Top Sells

1
+$2.23M
2
+$1.49M
3
+$1.08M
4
CAT icon
Caterpillar
CAT
+$873K
5
GLOB icon
Globant
GLOB
+$714K

Sector Composition

1 Technology 17.8%
2 Healthcare 13.3%
3 Consumer Staples 11.25%
4 Financials 8.94%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17.8K ﹤0.01%
268
402
$17.7K ﹤0.01%
615
403
$17.6K ﹤0.01%
330
404
$17.4K ﹤0.01%
225
-100
405
$17.3K ﹤0.01%
500
406
$17.2K ﹤0.01%
39
407
$17K ﹤0.01%
275
+190
408
$17K ﹤0.01%
65
409
$16.9K ﹤0.01%
245
410
$16.8K ﹤0.01%
560
411
$16.7K ﹤0.01%
50
412
$16.6K ﹤0.01%
219
413
$16.3K ﹤0.01%
150
414
$15.3K ﹤0.01%
100
415
$15.2K ﹤0.01%
500
416
$14.9K ﹤0.01%
162
417
$14.8K ﹤0.01%
708
418
$14.7K ﹤0.01%
+56
419
$14.2K ﹤0.01%
600
420
$14K ﹤0.01%
1,101
421
$14K ﹤0.01%
140
422
$13.4K ﹤0.01%
125
423
$13.4K ﹤0.01%
135
424
$13.2K ﹤0.01%
145
425
$13.2K ﹤0.01%
412
15 16
17
18 19