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
451
$11K ﹤0.01%
+100
452
$11K ﹤0.01%
100
453
$11K ﹤0.01%
200
454
$11K ﹤0.01%
220
455
$11K ﹤0.01%
170
+20
456
$10K ﹤0.01%
75
457
$10K ﹤0.01%
155
458
$10K ﹤0.01%
180
-400
459
$10K ﹤0.01%
+100
460
$10K ﹤0.01%
70
-30
461
$10K ﹤0.01%
150
462
$10K ﹤0.01%
678
463
$10K ﹤0.01%
45
464
$10K ﹤0.01%
71
-32
465
$9K ﹤0.01%
19
-1,200
466
$9K ﹤0.01%
125
+75
467
$9K ﹤0.01%
200
468
$9K ﹤0.01%
43
+10
469
$9K ﹤0.01%
+24
470
$8K ﹤0.01%
100
471
$8K ﹤0.01%
+500
472
$8K ﹤0.01%
200
473
$8K ﹤0.01%
75
+50
474
$8K ﹤0.01%
120
475
$8K ﹤0.01%
+50
17 18
19
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