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
701
$1.34K ﹤0.01%
100
702
$1.32K ﹤0.01%
39
703
$1.3K ﹤0.01%
+50
704
$1.28K ﹤0.01%
140
-10
705
$1.25K ﹤0.01%
20
706
$1.25K ﹤0.01%
60
707
$1.24K ﹤0.01%
6
708
$1.24K ﹤0.01%
+10
709
$1.21K ﹤0.01%
5
710
$1.21K ﹤0.01%
100
711
$1.21K ﹤0.01%
150
712
$1.2K ﹤0.01%
150
713
$1.2K ﹤0.01%
40
714
$1.2K ﹤0.01%
65
715
$1.19K ﹤0.01%
+250
716
$1.17K ﹤0.01%
+150
717
$1.16K ﹤0.01%
80
718
$1.14K ﹤0.01%
3
-31
719
$1.14K ﹤0.01%
39
-1
720
$1.1K ﹤0.01%
325
721
$1.1K ﹤0.01%
275
722
$1.07K ﹤0.01%
+150
723
$1.02K ﹤0.01%
+100
724
$1.01K ﹤0.01%
50
725
$964 ﹤0.01%
+80
27 28
29
30 31