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
$799M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.2M
3
+$1.04M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.03M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$967K

Top Sells

1
+$2.68M
2
+$2.06M
3
+$1.83M
4
URTY icon
ProShares UltraPro Russell2000
URTY
+$1.71M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.63M

Sector Composition

1 Technology 17.16%
2 Healthcare 13.24%
3 Consumer Staples 11.26%
4 Financials 8.54%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16.6K ﹤0.01%
560
402
$16.5K ﹤0.01%
500
403
$16.4K ﹤0.01%
259
-16
404
$16.4K ﹤0.01%
100
405
$16.3K ﹤0.01%
225
406
$16.2K ﹤0.01%
150
407
$16K ﹤0.01%
600
408
$16K ﹤0.01%
189
-84
409
$15.5K ﹤0.01%
200
+135
410
$15.4K ﹤0.01%
+117
411
$15.3K ﹤0.01%
+500
412
$15.1K ﹤0.01%
615
413
$15K ﹤0.01%
600
414
$14.8K ﹤0.01%
708
415
$14.5K ﹤0.01%
+110
416
$14.4K ﹤0.01%
135
417
$14.1K ﹤0.01%
140
418
$13.9K ﹤0.01%
2,001
419
$13.7K ﹤0.01%
+200
420
$13.4K ﹤0.01%
125
421
$13.4K ﹤0.01%
116
+15
422
$13.3K ﹤0.01%
230
423
$13.3K ﹤0.01%
71
424
$13.2K ﹤0.01%
412
425
$13.1K ﹤0.01%
200
+100
15 16
17
18 19