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
601
$2.94K ﹤0.01%
48
602
$2.91K ﹤0.01%
6
-9
603
$2.83K ﹤0.01%
+75
604
$2.83K ﹤0.01%
300
605
$2.77K ﹤0.01%
2
606
$2.76K ﹤0.01%
+2,001
607
$2.75K ﹤0.01%
154
608
$2.73K ﹤0.01%
+25
609
$2.68K ﹤0.01%
100
610
$2.63K ﹤0.01%
100
611
$2.6K ﹤0.01%
+15
612
$2.54K ﹤0.01%
30
-37
613
$2.53K ﹤0.01%
+101
614
$2.47K ﹤0.01%
+201
615
$2.46K ﹤0.01%
+501
616
$2.41K ﹤0.01%
15
617
$2.39K ﹤0.01%
55
618
$2.29K ﹤0.01%
1,100
619
$2.27K ﹤0.01%
+101
620
$2.27K ﹤0.01%
+10
621
$2.27K ﹤0.01%
134
-100
622
$2.27K ﹤0.01%
100
623
$2.26K ﹤0.01%
50
624
$2.23K ﹤0.01%
245
-1
625
$2.19K ﹤0.01%
+80
23 24
25
26 27