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
$462M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$2.51M
3
+$2.33M
4
ABBV icon
AbbVie
ABBV
+$2.03M
5
UNH icon
UnitedHealth
UNH
+$1.49M

Top Sells

1
+$1.48M
2
+$923K
3
+$713K
4
MSFT icon
Microsoft
MSFT
+$647K
5
AMAT icon
Applied Materials
AMAT
+$534K

Sector Composition

1 Healthcare 18.06%
2 Technology 17.25%
3 Consumer Staples 15.22%
4 Financials 5.53%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$1K ﹤0.01%
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502
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503
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504
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505
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506
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507
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508
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509
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510
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512
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516
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25
519
– –
0
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523
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524
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525
$1K ﹤0.01%
300
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