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
$737M
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.31M
3
+$1.08M
4
ELV icon
Elevance Health
ELV
+$901K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$858K

Top Sells

1
+$2.23M
2
+$1.49M
3
+$1.08M
4
CAT icon
Caterpillar
CAT
+$873K
5
GLOB icon
Globant
GLOB
+$714K

Sector Composition

1 Technology 17.8%
2 Healthcare 13.3%
3 Consumer Staples 11.25%
4 Financials 8.94%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3.94K ﹤0.01%
35
552
$3.92K ﹤0.01%
1,000
553
$3.87K ﹤0.01%
11
554
$3.87K ﹤0.01%
182
555
$3.82K ﹤0.01%
8
556
$3.8K ﹤0.01%
+501
557
$3.79K ﹤0.01%
50
558
$3.79K ﹤0.01%
17
559
$3.72K ﹤0.01%
65
560
$3.6K ﹤0.01%
200
+120
561
$3.5K ﹤0.01%
135
562
$3.49K ﹤0.01%
6
563
$3.42K ﹤0.01%
+100
564
$3.41K ﹤0.01%
301
565
$3.31K ﹤0.01%
20
566
$3.29K ﹤0.01%
+143
567
$3.29K ﹤0.01%
76
-78
568
$3.21K ﹤0.01%
+500
569
$3.14K ﹤0.01%
100
570
$3.12K ﹤0.01%
100
571
$3.12K ﹤0.01%
101
572
$3.06K ﹤0.01%
117
573
$3.03K ﹤0.01%
+100
574
$3.02K ﹤0.01%
80
575
$3.01K ﹤0.01%
1,001
21 22
23
24 25