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
$799M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.2M
3
+$1.04M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.03M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$967K

Top Sells

1
+$2.68M
2
+$2.06M
3
+$1.83M
4
URTY icon
ProShares UltraPro Russell2000
URTY
+$1.71M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.63M

Sector Composition

1 Technology 17.16%
2 Healthcare 13.24%
3 Consumer Staples 11.26%
4 Financials 8.54%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.55K ﹤0.01%
450
527
$4.5K ﹤0.01%
375
528
$4.47K ﹤0.01%
45
529
$4.45K ﹤0.01%
43
530
$4.37K ﹤0.01%
267
-150
531
$4.34K ﹤0.01%
182
532
$4.31K ﹤0.01%
100
533
$4.21K ﹤0.01%
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534
$4.19K ﹤0.01%
6
535
$4.1K ﹤0.01%
400
536
$4.09K ﹤0.01%
620
537
$4.09K ﹤0.01%
1,000
538
$4.02K ﹤0.01%
35
539
$4.02K ﹤0.01%
100
540
$3.98K ﹤0.01%
301
541
$3.96K ﹤0.01%
15
542
$3.91K ﹤0.01%
400
543
$3.85K ﹤0.01%
100
544
$3.83K ﹤0.01%
100
545
$3.82K ﹤0.01%
100
546
$3.81K ﹤0.01%
52
-100
547
$3.64K ﹤0.01%
8
548
$3.58K ﹤0.01%
20
549
$3.57K ﹤0.01%
42
550
$3.52K ﹤0.01%
+101
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