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
626
$1.59K ﹤0.01%
50
627
$1.59K ﹤0.01%
50
628
$1.58K ﹤0.01%
+150
629
$1.57K ﹤0.01%
6
630
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40
631
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10
632
$1.55K ﹤0.01%
50
633
$1.53K ﹤0.01%
+60
634
$1.53K ﹤0.01%
250
635
$1.52K ﹤0.01%
25
636
$1.52K ﹤0.01%
25
-150
637
$1.5K ﹤0.01%
50
638
$1.5K ﹤0.01%
40
639
$1.49K ﹤0.01%
+20
640
$1.49K ﹤0.01%
25
641
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10
642
$1.46K ﹤0.01%
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643
$1.46K ﹤0.01%
100
644
$1.46K ﹤0.01%
+33
645
$1.44K ﹤0.01%
+200
646
$1.41K ﹤0.01%
+11
647
$1.41K ﹤0.01%
31
648
$1.39K ﹤0.01%
+6
649
$1.39K ﹤0.01%
300
650
$1.38K ﹤0.01%
15
24 25
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27 28