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
$799M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.2M
3
+$1.04M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.03M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$967K

Top Sells

1
+$2.68M
2
+$2.06M
3
+$1.83M
4
URTY icon
ProShares UltraPro Russell2000
URTY
+$1.71M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.63M

Sector Composition

1 Technology 17.16%
2 Healthcare 13.24%
3 Consumer Staples 11.26%
4 Financials 8.54%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.03K ﹤0.01%
21
602
$2.01K ﹤0.01%
1,001
603
$2.01K ﹤0.01%
60
604
$2K ﹤0.01%
40
-16
605
$1.97K ﹤0.01%
55
606
$1.96K ﹤0.01%
11
607
$1.95K ﹤0.01%
100
608
$1.89K ﹤0.01%
40
609
$1.85K ﹤0.01%
50
610
$1.85K ﹤0.01%
50
611
$1.78K ﹤0.01%
+40
612
$1.73K ﹤0.01%
40
613
$1.72K ﹤0.01%
+500
614
$1.7K ﹤0.01%
4
615
$1.7K ﹤0.01%
70
616
$1.69K ﹤0.01%
23
617
$1.69K ﹤0.01%
50
618
$1.64K ﹤0.01%
+50
619
$1.63K ﹤0.01%
20
-20
620
$1.61K ﹤0.01%
25
621
$1.61K ﹤0.01%
22
622
$1.61K ﹤0.01%
18
623
$1.59K ﹤0.01%
300
624
$1.59K ﹤0.01%
150
625
$1.59K ﹤0.01%
245
23 24
25
26 27