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
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