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
476
$9.12K ﹤0.01%
+3,144
477
$9.08K ﹤0.01%
74
478
$9.08K ﹤0.01%
+287
479
$8.87K ﹤0.01%
230
480
$8.87K ﹤0.01%
85
481
$8.85K ﹤0.01%
173
482
$8.78K ﹤0.01%
98
+50
483
$8.74K ﹤0.01%
66
-19
484
$8.71K ﹤0.01%
150
485
$8.7K ﹤0.01%
+1,000
486
$8.7K ﹤0.01%
148
-100
487
$8.63K ﹤0.01%
174
488
$8.57K ﹤0.01%
+35
489
$8.5K ﹤0.01%
360
+10
490
$8.46K ﹤0.01%
100
-20
491
$8.35K ﹤0.01%
26
492
$8.23K ﹤0.01%
301
493
$8.21K ﹤0.01%
300
494
$8.12K ﹤0.01%
+78
495
$8.1K ﹤0.01%
3
496
$7.98K ﹤0.01%
325
+100
497
$7.97K ﹤0.01%
600
498
$7.91K ﹤0.01%
100
499
$7.86K ﹤0.01%
102
-1
500
$7.85K ﹤0.01%
273
+50
18 19
20
21 22