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
501
$7.54K ﹤0.01%
334
502
$7.52K ﹤0.01%
2,001
-300
503
$7.46K ﹤0.01%
+501
504
$7.46K ﹤0.01%
501
505
$7.43K ﹤0.01%
+1,000
506
$7.4K ﹤0.01%
80
507
$7.23K ﹤0.01%
389
508
$6.93K ﹤0.01%
+150
509
$6.9K ﹤0.01%
3,000
+2,000
510
$6.79K ﹤0.01%
100
511
$6.75K ﹤0.01%
50
512
$6.67K ﹤0.01%
293
513
$6.64K ﹤0.01%
20
-5
514
$6.61K ﹤0.01%
155
-22
515
$6.55K ﹤0.01%
630
-100
516
$6.54K ﹤0.01%
100
517
$6.46K ﹤0.01%
458
-30
518
$6.45K ﹤0.01%
200
519
$6.43K ﹤0.01%
109
520
$6.39K ﹤0.01%
+86
521
$6.35K ﹤0.01%
520
522
$6.29K ﹤0.01%
242
523
$6.25K ﹤0.01%
116
524
$6.24K ﹤0.01%
745
525
$6.24K ﹤0.01%
382
+25
19 20
21
22 23