TFA

Toth Financial Advisory Portfolio holdings

AUM $911M
1-Year Est. Return 15.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$926M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.54M
3
+$1.53M
4
MU icon
Micron Technology
MU
+$1.27M
5
APP icon
Applovin
APP
+$1.24M

Top Sells

1
+$1.56M
2
+$1.22M
3
+$1.22M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.12M
5
TDG icon
TransDigm Group
TDG
+$1.1M

Sector Composition

1 Technology 18.12%
2 Healthcare 12.75%
3 Financials 9.47%
4 Consumer Staples 8.88%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3.18K ﹤0.01%
72
652
$3.18K ﹤0.01%
+10
653
$3.11K ﹤0.01%
22
654
$3.1K ﹤0.01%
10
655
$2.93K ﹤0.01%
100
656
$2.92K ﹤0.01%
60
657
$2.92K ﹤0.01%
28
658
$2.92K ﹤0.01%
146
659
$2.9K ﹤0.01%
90
660
$2.89K ﹤0.01%
+200
661
$2.88K ﹤0.01%
53
+3
662
$2.81K ﹤0.01%
62
663
$2.63K ﹤0.01%
40
664
$2.62K ﹤0.01%
80
665
$2.61K ﹤0.01%
80
666
$2.59K ﹤0.01%
40
667
$2.59K ﹤0.01%
700
668
$2.59K ﹤0.01%
50
669
$2.58K ﹤0.01%
400
670
$2.49K ﹤0.01%
30
671
$2.43K ﹤0.01%
9
672
$2.37K ﹤0.01%
100
673
$2.35K ﹤0.01%
150
674
$2.3K ﹤0.01%
40
675
$2.29K ﹤0.01%
250
25 26
27
28 29