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
676
$1.51K ﹤0.01%
+100
677
$1.51K ﹤0.01%
+9
678
$1.5K ﹤0.01%
+250
679
$1.5K ﹤0.01%
50
680
$1.5K ﹤0.01%
25
681
$1.5K ﹤0.01%
22
682
$1.49K ﹤0.01%
+100
683
$1.49K ﹤0.01%
+25
684
$1.49K ﹤0.01%
+90
685
$1.48K ﹤0.01%
8
-4
686
$1.47K ﹤0.01%
35
687
$1.46K ﹤0.01%
+75
688
$1.46K ﹤0.01%
10
689
$1.44K ﹤0.01%
+83
690
$1.44K ﹤0.01%
200
691
$1.43K ﹤0.01%
25
692
$1.43K ﹤0.01%
10
693
$1.42K ﹤0.01%
+25
694
$1.41K ﹤0.01%
3
-3
695
$1.39K ﹤0.01%
45
696
$1.37K ﹤0.01%
45
697
$1.36K ﹤0.01%
45
698
$1.36K ﹤0.01%
+120
699
$1.35K ﹤0.01%
+50
700
$1.35K ﹤0.01%
+40
26 27
28
29 30