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
651
$1.72K ﹤0.01%
10
-55
652
$1.7K ﹤0.01%
+75
653
$1.69K ﹤0.01%
11
654
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20
655
$1.67K ﹤0.01%
101
656
$1.66K ﹤0.01%
20
657
$1.66K ﹤0.01%
20
658
$1.66K ﹤0.01%
25
659
$1.64K ﹤0.01%
100
660
$1.63K ﹤0.01%
50
661
$1.62K ﹤0.01%
50
662
$1.61K ﹤0.01%
120
663
$1.61K ﹤0.01%
35
664
$1.61K ﹤0.01%
100
665
$1.6K ﹤0.01%
100
666
$1.59K ﹤0.01%
+100
667
$1.59K ﹤0.01%
101
668
$1.59K ﹤0.01%
30
669
$1.57K ﹤0.01%
125
670
$1.57K ﹤0.01%
112
671
$1.56K ﹤0.01%
10
672
$1.55K ﹤0.01%
25
673
$1.54K ﹤0.01%
375
674
$1.54K ﹤0.01%
22
675
$1.52K ﹤0.01%
+100
25 26
27
28 29