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
626
$2.18K ﹤0.01%
101
+97
627
$2.18K ﹤0.01%
23
-9
628
$2.14K ﹤0.01%
80
629
$2.08K ﹤0.01%
41
630
$2.07K ﹤0.01%
24
-48
631
$2.06K ﹤0.01%
1,501
632
$2.06K ﹤0.01%
50
633
$2.03K ﹤0.01%
20
634
$2.03K ﹤0.01%
+40
635
$2K ﹤0.01%
21
+15
636
$1.99K ﹤0.01%
55
637
$1.99K ﹤0.01%
23
-16
638
$1.96K ﹤0.01%
65
639
$1.96K ﹤0.01%
15
640
$1.93K ﹤0.01%
101
641
$1.93K ﹤0.01%
15
642
$1.93K ﹤0.01%
+30
643
$1.9K ﹤0.01%
60
-177
644
$1.88K ﹤0.01%
100
645
$1.77K ﹤0.01%
23
+1
646
$1.75K ﹤0.01%
50
647
$1.75K ﹤0.01%
8
-7
648
$1.74K ﹤0.01%
+200
649
$1.73K ﹤0.01%
40
650
$1.73K ﹤0.01%
6
24 25
26
27 28