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
676
$2.27K ﹤0.01%
150
677
$2.23K ﹤0.01%
+10
678
$2.2K ﹤0.01%
10
679
$2.17K ﹤0.01%
36
680
$2.13K ﹤0.01%
5
681
$2.09K ﹤0.01%
4
682
$2.07K ﹤0.01%
+35
683
$2.06K ﹤0.01%
100
684
$2.06K ﹤0.01%
90
685
$2.02K ﹤0.01%
18
+3
686
$2K ﹤0.01%
+50
687
$1.98K ﹤0.01%
15
688
$1.98K ﹤0.01%
85
689
$1.96K ﹤0.01%
40
690
$1.95K ﹤0.01%
25
691
$1.92K ﹤0.01%
7
692
$1.83K ﹤0.01%
+25
693
$1.81K ﹤0.01%
+100
694
$1.81K ﹤0.01%
800
695
$1.78K ﹤0.01%
222
696
$1.76K ﹤0.01%
50
697
$1.72K ﹤0.01%
+100
698
$1.71K ﹤0.01%
+100
699
$1.67K ﹤0.01%
+35
700
$1.66K ﹤0.01%
+4
26 27
28
29 30