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
$641M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.53M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.02M
5
AVGO icon
Broadcom
AVGO
+$967K

Top Sells

1
+$1.39M
2
+$1.33M
3
+$941K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$858K
5
RGA icon
Reinsurance Group of America
RGA
+$856K

Sector Composition

1 Technology 16.71%
2 Healthcare 15.41%
3 Consumer Staples 14.32%
4 Financials 8.16%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.94K ﹤0.01%
+12
652
$1.93K ﹤0.01%
40
653
$1.92K ﹤0.01%
+10
654
$1.91K ﹤0.01%
50
655
$1.91K ﹤0.01%
15
656
$1.9K ﹤0.01%
+18
657
$1.89K ﹤0.01%
120
658
$1.88K ﹤0.01%
1,000
659
$1.88K ﹤0.01%
50
660
$1.87K ﹤0.01%
+170
661
$1.86K ﹤0.01%
23
662
$1.86K ﹤0.01%
+50
663
$1.85K ﹤0.01%
100
664
$1.85K ﹤0.01%
+14
665
$1.82K ﹤0.01%
+50
666
$1.8K ﹤0.01%
+1,501
667
$1.8K ﹤0.01%
+13
668
$1.79K ﹤0.01%
+101
669
$1.77K ﹤0.01%
+101
670
$1.76K ﹤0.01%
125
671
$1.75K ﹤0.01%
+110
672
$1.75K ﹤0.01%
+30
673
$1.74K ﹤0.01%
+100
674
$1.73K ﹤0.01%
200
675
$1.72K ﹤0.01%
30
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