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
551
$4.96K ﹤0.01%
+501
552
$4.89K ﹤0.01%
301
553
$4.89K ﹤0.01%
+100
554
$4.86K ﹤0.01%
+40
555
$4.82K ﹤0.01%
501
556
$4.79K ﹤0.01%
22
+10
557
$4.66K ﹤0.01%
101
558
$4.52K ﹤0.01%
15
559
$4.47K ﹤0.01%
90
560
$4.47K ﹤0.01%
43
561
$4.43K ﹤0.01%
236
+111
562
$4.34K ﹤0.01%
+1,001
563
$4.33K ﹤0.01%
100
564
$4.25K ﹤0.01%
+39
565
$4.13K ﹤0.01%
15
566
$4.12K ﹤0.01%
1,000
567
$4.1K ﹤0.01%
150
568
$4.09K ﹤0.01%
490
-400
569
$4.08K ﹤0.01%
501
570
$4.03K ﹤0.01%
100
571
$4.01K ﹤0.01%
45
-71
572
$3.97K ﹤0.01%
93
573
$3.94K ﹤0.01%
100
574
$3.79K ﹤0.01%
150
575
$3.76K ﹤0.01%
73
21 22
23
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