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
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%
+25
683
$1.49K ﹤0.01%
+100
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