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
426
$14K ﹤0.01%
175
427
$14K ﹤0.01%
400
428
$14K ﹤0.01%
340
429
$14K ﹤0.01%
110
430
$14K ﹤0.01%
720
431
$13K ﹤0.01%
199
-69
432
$13K ﹤0.01%
240
+192
433
$13K ﹤0.01%
85
434
$13K ﹤0.01%
74
435
$13K ﹤0.01%
+366
436
$12K ﹤0.01%
64
+54
437
$12K ﹤0.01%
+150
438
$12K ﹤0.01%
60
439
$12K ﹤0.01%
75
440
$12K ﹤0.01%
30
441
$12K ﹤0.01%
168
+16
442
$12K ﹤0.01%
100
443
$12K ﹤0.01%
50
444
$12K ﹤0.01%
50
445
$12K ﹤0.01%
+289
446
$12K ﹤0.01%
1,200
447
$11K ﹤0.01%
215
+165
448
$11K ﹤0.01%
50
449
$11K ﹤0.01%
230
450
$11K ﹤0.01%
390
16 17
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