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
526
$6.23K ﹤0.01%
161
527
$6.2K ﹤0.01%
400
528
$6.2K ﹤0.01%
500
+300
529
$6.14K ﹤0.01%
30
-43
530
$6.05K ﹤0.01%
131
+1
531
$5.99K ﹤0.01%
90
532
$5.9K ﹤0.01%
100
533
$5.87K ﹤0.01%
100
534
$5.76K ﹤0.01%
100
535
$5.71K ﹤0.01%
678
536
$5.7K ﹤0.01%
30
537
$5.66K ﹤0.01%
+55
538
$5.56K ﹤0.01%
501
539
$5.52K ﹤0.01%
138
+2
540
$5.46K ﹤0.01%
50
541
$5.4K ﹤0.01%
168
542
$5.32K ﹤0.01%
10
-1,250
543
$5.31K ﹤0.01%
+150
544
$5.26K ﹤0.01%
100
545
$5.25K ﹤0.01%
200
546
$5.22K ﹤0.01%
10
-2
547
$5.2K ﹤0.01%
+104
548
$5.13K ﹤0.01%
400
549
$5.11K ﹤0.01%
100
-80
550
$5.01K ﹤0.01%
85
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