TFA

Toth Financial Advisory Portfolio holdings

AUM $920M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$1.99M
2
+$1.24M
3
+$1.18M
4
NOW icon
ServiceNow
NOW
+$978K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$912K

Top Sells

1
+$1.05M
2
+$990K
3
+$947K
4
TSLA icon
Tesla
TSLA
+$938K
5
SYK icon
Stryker
SYK
+$908K

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