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
$847M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.58M
3
+$1.09M
4
CPRX icon
Catalyst Pharmaceutical
CPRX
+$1M
5
IBB icon
iShares Biotechnology ETF
IBB
+$978K

Top Sells

1
+$2.14M
2
+$1.18M
3
+$1.18M
4
ROM icon
ProShares Ultra Technology
ROM
+$1.16M
5
ALV icon
Autoliv
ALV
+$1.02M

Sector Composition

1 Technology 17.19%
2 Healthcare 12.59%
3 Consumer Staples 11.25%
4 Financials 9.21%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.52K ﹤0.01%
+125
527
$4.43K ﹤0.01%
100
528
$4.38K ﹤0.01%
54
-26,369
529
$4.36K ﹤0.01%
52
530
$4.31K ﹤0.01%
182
-12,330
531
$4.2K ﹤0.01%
300
532
$4.19K ﹤0.01%
62
+22
533
$4.04K ﹤0.01%
50
534
$3.99K ﹤0.01%
1,000
535
$3.89K ﹤0.01%
301
536
$3.8K ﹤0.01%
20
537
$3.71K ﹤0.01%
100
538
$3.7K ﹤0.01%
100
539
$3.68K ﹤0.01%
8
540
$3.62K ﹤0.01%
35
541
$3.48K ﹤0.01%
76
542
$3.47K ﹤0.01%
300
543
$3.29K ﹤0.01%
160
544
$3.25K ﹤0.01%
290
545
$3.2K ﹤0.01%
501
546
$3.12K ﹤0.01%
270
+120
547
$3.1K ﹤0.01%
30
548
$3.1K ﹤0.01%
20
549
$2.98K ﹤0.01%
150
+50
550
$2.96K ﹤0.01%
100
20 21
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