TFA

Toth Financial Advisory Portfolio holdings

AUM $911M
1-Year Est. Return 15.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$926M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.54M
3
+$1.53M
4
MU icon
Micron Technology
MU
+$1.27M
5
APP icon
Applovin
APP
+$1.24M

Top Sells

1
+$1.56M
2
+$1.22M
3
+$1.22M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.12M
5
TDG icon
TransDigm Group
TDG
+$1.1M

Sector Composition

1 Technology 18.12%
2 Healthcare 12.75%
3 Financials 9.47%
4 Consumer Staples 8.88%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6.38K ﹤0.01%
+74
577
$6.36K ﹤0.01%
+80
578
$6.32K ﹤0.01%
705
579
$6.2K ﹤0.01%
+1,000
580
$6.15K ﹤0.01%
100
-100
581
$6.13K ﹤0.01%
+1,000
582
$6.07K ﹤0.01%
138
+4
583
$6.01K ﹤0.01%
100
584
$5.97K ﹤0.01%
220
-2,320
585
$5.94K ﹤0.01%
100
586
$5.88K ﹤0.01%
53
+1
587
$5.87K ﹤0.01%
+77
588
$5.76K ﹤0.01%
606
589
$5.74K ﹤0.01%
100
590
$5.67K ﹤0.01%
100
+75
591
$5.65K ﹤0.01%
400
592
$5.61K ﹤0.01%
1,500
593
$5.6K ﹤0.01%
300
594
$5.53K ﹤0.01%
135
595
$5.53K ﹤0.01%
300
596
$5.46K ﹤0.01%
85
597
$5.37K ﹤0.01%
90
598
$5.27K ﹤0.01%
57
599
$5.26K ﹤0.01%
200
600
$5.24K ﹤0.01%
68
+65
22 23
24
25 26