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
676
$1.72K ﹤0.01%
+13
677
$1.72K ﹤0.01%
+10
678
$1.71K ﹤0.01%
+20
679
$1.7K ﹤0.01%
65
+5
680
$1.69K ﹤0.01%
+101
681
$1.67K ﹤0.01%
+22
682
$1.66K ﹤0.01%
6
683
$1.65K ﹤0.01%
40
684
$1.63K ﹤0.01%
+20
685
$1.6K ﹤0.01%
22
+1
686
$1.6K ﹤0.01%
50
687
$1.59K ﹤0.01%
39
688
$1.59K ﹤0.01%
50
689
$1.59K ﹤0.01%
150
690
$1.57K ﹤0.01%
35
691
$1.53K ﹤0.01%
40
692
$1.53K ﹤0.01%
+8
693
$1.53K ﹤0.01%
+1
694
$1.52K ﹤0.01%
20
695
$1.51K ﹤0.01%
50
696
$1.51K ﹤0.01%
45
697
$1.51K ﹤0.01%
25
698
$1.49K ﹤0.01%
25
699
$1.48K ﹤0.01%
+25
700
$1.48K ﹤0.01%
11
26 27
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29 30