TFA
Toth Financial Advisory Portfolio holdings
AUM
$856M
1-Year Return
19.56%
This Quarter Return
-4.52%
1 Year Return
+19.56%
3 Year Return
+72.93%
5 Year Return
+135.63%
10 Year Return
+364.32%
AUM
$552M
AUM Growth
-$21.5M
(-3.7%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
21.97%
Holding
824
New
107
Increased
191
Reduced
119
Closed
66
Top Buys
| 1 |
Lowe's Companies
LOW
|
+$1.17M |
| 2 |
Harmonic Inc
HLIT
|
+$1M |
| 3 |
AutoZone
AZO
|
+$975K |
| 4 |
CDW
CDW
|
+$924K |
| 5 |
John Marshall Bancorp
JMSB
|
+$875K |
Top Sells
Sector Composition
| 1 | Healthcare | 17.95% |
| 2 | Consumer Staples | 15.27% |
| 3 | Technology | 14.3% |
| 4 | Financials | 8.94% |
| 5 | Industrials | 6.23% |
