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
601
$2.08K ﹤0.01%
250
602
$2.07K ﹤0.01%
50
603
$2.06K ﹤0.01%
+20
604
$2.01K ﹤0.01%
+35
605
$2.01K ﹤0.01%
4
606
$1.98K ﹤0.01%
40
607
$1.97K ﹤0.01%
50
608
$1.97K ﹤0.01%
40
609
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101
610
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100
611
$1.9K ﹤0.01%
100
612
$1.89K ﹤0.01%
15
613
$1.89K ﹤0.01%
40
614
$1.89K ﹤0.01%
+90
615
$1.85K ﹤0.01%
50
616
$1.82K ﹤0.01%
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617
$1.78K ﹤0.01%
12
618
$1.77K ﹤0.01%
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619
$1.76K ﹤0.01%
245
620
$1.76K ﹤0.01%
41
621
$1.76K ﹤0.01%
80
622
$1.75K ﹤0.01%
+35
623
$1.73K ﹤0.01%
20
624
$1.72K ﹤0.01%
+20
625
$1.67K ﹤0.01%
+11
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