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
$641M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.53M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.02M
5
AVGO icon
Broadcom
AVGO
+$967K

Top Sells

1
+$1.39M
2
+$1.33M
3
+$941K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$858K
5
RGA icon
Reinsurance Group of America
RGA
+$856K

Sector Composition

1 Technology 16.71%
2 Healthcare 15.41%
3 Consumer Staples 14.32%
4 Financials 8.16%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4.42K ﹤0.01%
+357
552
$4.37K ﹤0.01%
+301
553
$4.35K ﹤0.01%
234
554
$4.32K ﹤0.01%
+40
555
$4.28K ﹤0.01%
300
556
$4.24K ﹤0.01%
417
557
$4.22K ﹤0.01%
+30
558
$4.21K ﹤0.01%
+48
559
$4.19K ﹤0.01%
+501
560
$4.17K ﹤0.01%
+101
561
$4.12K ﹤0.01%
90
562
$4.1K ﹤0.01%
150
563
$4.07K ﹤0.01%
100
564
$4.02K ﹤0.01%
+48
565
$4.01K ﹤0.01%
15
566
$4K ﹤0.01%
+101
567
$4K ﹤0.01%
30
568
$3.93K ﹤0.01%
+216
569
$3.86K ﹤0.01%
+501
570
$3.84K ﹤0.01%
182
571
$3.83K ﹤0.01%
+1,000
572
$3.75K ﹤0.01%
52
573
$3.72K ﹤0.01%
12
574
$3.68K ﹤0.01%
150
-1,250
575
$3.67K ﹤0.01%
15
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