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
601
$5.17K ﹤0.01%
1,000
-300
602
$5.11K ﹤0.01%
24
603
$5.04K ﹤0.01%
25
604
$5.03K ﹤0.01%
75
605
$5.03K ﹤0.01%
150
606
$5.02K ﹤0.01%
45
607
$4.97K ﹤0.01%
75
608
$4.93K ﹤0.01%
100
609
$4.92K ﹤0.01%
300
610
$4.73K ﹤0.01%
+130
611
$4.68K ﹤0.01%
10
612
$4.59K ﹤0.01%
200
613
$4.55K ﹤0.01%
200
614
$4.53K ﹤0.01%
43
615
$4.53K ﹤0.01%
68
616
$4.47K ﹤0.01%
40
617
$4.47K ﹤0.01%
114
+34
618
$4.46K ﹤0.01%
650
619
$4.46K ﹤0.01%
15
+5
620
$4.29K ﹤0.01%
300
621
$4.26K ﹤0.01%
290
622
$4.26K ﹤0.01%
80
623
$4.21K ﹤0.01%
25
624
$4.21K ﹤0.01%
+100
625
$4.21K ﹤0.01%
55
+12
23 24
25
26 27