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
426
$14.7K ﹤0.01%
365
+15
427
$14.6K ﹤0.01%
+725
428
$13.7K ﹤0.01%
69
+10
429
$13.7K ﹤0.01%
218
+18
430
$13.7K ﹤0.01%
300
431
$13.6K ﹤0.01%
+400
432
$13.5K ﹤0.01%
505
+400
433
$13.5K ﹤0.01%
520
434
$13.5K ﹤0.01%
+276
435
$13.5K ﹤0.01%
325
+65
436
$13.5K ﹤0.01%
125
437
$13.1K ﹤0.01%
159
438
$12.8K ﹤0.01%
219
-31
439
$12.6K ﹤0.01%
233
440
$12.6K ﹤0.01%
100
441
$12.5K ﹤0.01%
62
-1
442
$12.3K ﹤0.01%
+2,700
443
$12.3K ﹤0.01%
230
-22
444
$12.2K ﹤0.01%
+145
445
$11.8K ﹤0.01%
600
446
$11.8K ﹤0.01%
+300
447
$11.8K ﹤0.01%
96
-51
448
$11.7K ﹤0.01%
892
-170
449
$11.4K ﹤0.01%
71
450
$11.3K ﹤0.01%
32
16 17
18
19 20