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
476
$8K ﹤0.01%
155
477
$8K ﹤0.01%
50
478
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200
479
$8K ﹤0.01%
630
480
$8K ﹤0.01%
+500
481
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1,000
482
$7K ﹤0.01%
+200
483
$7K ﹤0.01%
+988
484
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55
-4
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125
486
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170
-100
487
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+100
488
$7K ﹤0.01%
787
+84
489
$7K ﹤0.01%
100
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$7K ﹤0.01%
+38
491
$6K ﹤0.01%
250
492
$6K ﹤0.01%
152
493
$6K ﹤0.01%
+200
494
$6K ﹤0.01%
84
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495
$6K ﹤0.01%
150
496
$6K ﹤0.01%
145
497
$6K ﹤0.01%
85
498
$6K ﹤0.01%
73
499
$6K ﹤0.01%
116
500
$5K ﹤0.01%
43
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