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
$626M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.09M
3
+$1.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.32M
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$1.26M

Top Sells

1
+$1.65M
2
+$1.27M
3
+$1.26M
4
AMD icon
Advanced Micro Devices
AMD
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.09M

Sector Composition

1 Healthcare 16.5%
2 Technology 13.03%
3 Consumer Staples 13.01%
4 Financials 7.37%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
+50
552
$3K ﹤0.01%
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553
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40
554
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555
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154
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$3K ﹤0.01%
+172
557
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+50
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561
$3K ﹤0.01%
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563
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125
565
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566
$2K ﹤0.01%
+25
567
$2K ﹤0.01%
80
568
$2K ﹤0.01%
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569
$2K ﹤0.01%
39
570
$2K ﹤0.01%
5
571
$2K ﹤0.01%
+100
572
$2K ﹤0.01%
5
573
$2K ﹤0.01%
75
574
$2K ﹤0.01%
+125
575
$2K ﹤0.01%
75
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