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
451
$11.1K ﹤0.01%
725
452
$11.1K ﹤0.01%
300
453
$11.1K ﹤0.01%
233
-38
454
$10.8K ﹤0.01%
+134
455
$10.8K ﹤0.01%
150
456
$10.6K ﹤0.01%
1,150
+1,000
457
$10.4K ﹤0.01%
+500
458
$10.3K ﹤0.01%
55
-16
459
$10.3K ﹤0.01%
351
-750
460
$10.3K ﹤0.01%
1,001
+500
461
$10.2K ﹤0.01%
+260
462
$10.2K ﹤0.01%
200
463
$10.1K ﹤0.01%
+1,000
464
$10.1K ﹤0.01%
36
-344
465
$9.98K ﹤0.01%
786
466
$9.93K ﹤0.01%
47
-1,295
467
$9.85K ﹤0.01%
265
468
$9.66K ﹤0.01%
101
469
$9.61K ﹤0.01%
141
-19
470
$9.48K ﹤0.01%
+2,000
471
$9.38K ﹤0.01%
800
472
$9.32K ﹤0.01%
23
-2,125
473
$9.29K ﹤0.01%
100
474
$9.26K ﹤0.01%
135
475
$9.18K ﹤0.01%
487
+70
17 18
19
20 21