TFA

Toth Financial Advisory Portfolio holdings

AUM $920M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$1.99M
2
+$1.24M
3
+$1.18M
4
NOW icon
ServiceNow
NOW
+$978K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$912K

Top Sells

1
+$1.05M
2
+$990K
3
+$947K
4
TSLA icon
Tesla
TSLA
+$938K
5
SYK icon
Stryker
SYK
+$908K

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
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25
659
$1.64K ﹤0.01%
100
660
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50
661
$1.62K ﹤0.01%
50
662
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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