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
$787M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.75M
3
+$1.55M
4
TROW icon
T. Rowe Price
TROW
+$1.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Top Sells

1
+$4.83M
2
+$1.83M
3
+$1.39M
4
DPST icon
Direxion Daily Regional Banks Bull 3X Shares
DPST
+$1.17M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Sector Composition

1 Technology 17.58%
2 Healthcare 12.59%
3 Consumer Staples 11.32%
4 Financials 8.6%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.78K ﹤0.01%
1,001
577
$2.77K ﹤0.01%
+5
578
$2.75K ﹤0.01%
146
579
$2.73K ﹤0.01%
25
580
$2.7K ﹤0.01%
100
581
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100
582
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41
583
$2.66K ﹤0.01%
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584
$2.65K ﹤0.01%
30
585
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100
586
$2.62K ﹤0.01%
100
587
$2.61K ﹤0.01%
15
588
$2.6K ﹤0.01%
125
-111
589
$2.56K ﹤0.01%
40
590
$2.54K ﹤0.01%
135
591
$2.38K ﹤0.01%
140
592
$2.33K ﹤0.01%
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593
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350
594
$2.29K ﹤0.01%
300
595
$2.27K ﹤0.01%
80
596
$2.21K ﹤0.01%
65
597
$2.2K ﹤0.01%
+50
598
$2.18K ﹤0.01%
15
599
$2.11K ﹤0.01%
60
600
$2.1K ﹤0.01%
40
22 23
24
25 26