TFA

Toth Financial Advisory Portfolio holdings

AUM $911M
1-Year Est. Return 15.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$926M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.54M
3 +$1.53M
4
MU icon
Micron Technology
MU
+$1.27M
5
APP icon
Applovin
APP
+$1.24M

Top Sells

1 +$1.56M
2 +$1.22M
3 +$1.22M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.12M
5
TDG icon
TransDigm Group
TDG
+$1.1M

Sector Composition

1 Technology 18.12%
2 Healthcare 12.75%
3 Financials 9.47%
4 Consumer Staples 8.88%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$17.2K ﹤0.01%
35
-10
477
$17.2K ﹤0.01%
400
-100
478
$17.2K ﹤0.01%
670
-375
479
$16.9K ﹤0.01%
65
480
$16.7K ﹤0.01%
119
481
$16.6K ﹤0.01%
150
482
$16.5K ﹤0.01%
204
+2
483
$16.3K ﹤0.01%
195
+2
484
$16.2K ﹤0.01%
200
485
$16.2K ﹤0.01%
50
486
$16.1K ﹤0.01%
200
+100
487
$16K ﹤0.01%
120
488
$15.7K ﹤0.01%
83
489
$15.5K ﹤0.01%
205
490
$15.1K ﹤0.01%
697
+242
491
$15K ﹤0.01%
1,000
492
$14.7K ﹤0.01%
71
493
$14.6K ﹤0.01%
85
494
$14.6K ﹤0.01%
288
495
$14.4K ﹤0.01%
198
496
$14.3K ﹤0.01%
+238
497
$14.1K ﹤0.01%
140
498
$14.1K ﹤0.01%
+504
499
$14K ﹤0.01%
230
500
$13.8K ﹤0.01%
180