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
576
$3.66K ﹤0.01%
301
577
$3.64K ﹤0.01%
+65
578
$3.64K ﹤0.01%
301
579
$3.57K ﹤0.01%
35
-13
580
$3.51K ﹤0.01%
+99
581
$3.47K ﹤0.01%
300
582
$3.33K ﹤0.01%
200
583
$3.29K ﹤0.01%
50
+5
584
$3.27K ﹤0.01%
600
585
$3.27K ﹤0.01%
50
586
$3.22K ﹤0.01%
182
587
$3.21K ﹤0.01%
8
588
$3.18K ﹤0.01%
50
-80
589
$3.16K ﹤0.01%
20
590
$3.14K ﹤0.01%
+95
591
$3.13K ﹤0.01%
834
+334
592
$3.12K ﹤0.01%
301
593
$3.11K ﹤0.01%
75
594
$3.1K ﹤0.01%
1,000
595
$3.1K ﹤0.01%
101
596
$3.05K ﹤0.01%
+766
597
$3.04K ﹤0.01%
+225
598
$2.97K ﹤0.01%
176
599
$2.95K ﹤0.01%
42
600
$2.95K ﹤0.01%
171
22 23
24
25 26