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
626
$1.67K ﹤0.01%
+100
627
$1.67K ﹤0.01%
+20
628
$1.65K ﹤0.01%
+5
629
$1.65K ﹤0.01%
+28
630
$1.64K ﹤0.01%
25
631
$1.61K ﹤0.01%
300
632
$1.6K ﹤0.01%
50
633
$1.6K ﹤0.01%
+90
634
$1.59K ﹤0.01%
22
635
$1.59K ﹤0.01%
150
636
$1.57K ﹤0.01%
11
637
$1.57K ﹤0.01%
15
638
$1.56K ﹤0.01%
25
639
$1.55K ﹤0.01%
70
640
$1.54K ﹤0.01%
+6
641
$1.54K ﹤0.01%
50
642
$1.54K ﹤0.01%
50
643
$1.54K ﹤0.01%
50
644
$1.53K ﹤0.01%
+15
645
$1.53K ﹤0.01%
+5
646
$1.5K ﹤0.01%
+20
647
$1.49K ﹤0.01%
200
648
$1.49K ﹤0.01%
150
649
$1.49K ﹤0.01%
+6
650
$1.48K ﹤0.01%
100
24 25
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