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
$847M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.58M
3
+$1.09M
4
CPRX icon
Catalyst Pharmaceutical
CPRX
+$1M
5
IBB icon
iShares Biotechnology ETF
IBB
+$978K

Top Sells

1
+$2.14M
2
+$1.18M
3
+$1.18M
4
ROM icon
ProShares Ultra Technology
ROM
+$1.16M
5
ALV icon
Autoliv
ALV
+$1.02M

Sector Composition

1 Technology 17.19%
2 Healthcare 12.59%
3 Consumer Staples 11.25%
4 Financials 9.21%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.46K ﹤0.01%
705
477
$7.43K ﹤0.01%
100
478
$7.42K ﹤0.01%
201
479
$7.39K ﹤0.01%
460
-100
480
$7.26K ﹤0.01%
100
-22
481
$7.25K ﹤0.01%
90
482
$7.19K ﹤0.01%
210
483
$7K ﹤0.01%
2,500
484
$7K ﹤0.01%
168
485
$6.97K ﹤0.01%
100
-100
486
$6.79K ﹤0.01%
155
487
$6.75K ﹤0.01%
1,000
488
$6.65K ﹤0.01%
606
489
$6.65K ﹤0.01%
80
490
$6.6K ﹤0.01%
220
-48
491
$6.47K ﹤0.01%
200
-12,900
492
$6.46K ﹤0.01%
100
493
$6.38K ﹤0.01%
17
494
$6.34K ﹤0.01%
701
495
$6.32K ﹤0.01%
140
496
$6.31K ﹤0.01%
85
497
$6.18K ﹤0.01%
100
498
$6.04K ﹤0.01%
+60
499
$6K ﹤0.01%
100
500
$5.99K ﹤0.01%
120
-88
18 19
20
21 22