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
701
$1.65K ﹤0.01%
5
702
$1.65K ﹤0.01%
50
703
$1.63K ﹤0.01%
+6
704
$1.61K ﹤0.01%
60
705
$1.6K ﹤0.01%
12
706
$1.6K ﹤0.01%
50
707
$1.59K ﹤0.01%
+25
708
$1.58K ﹤0.01%
10
709
$1.57K ﹤0.01%
+5
710
$1.56K ﹤0.01%
+20
711
$1.54K ﹤0.01%
105
-2,400
712
$1.53K ﹤0.01%
40
713
$1.53K ﹤0.01%
+20
714
$1.53K ﹤0.01%
+50
715
$1.5K ﹤0.01%
+50
716
$1.49K ﹤0.01%
+300
717
$1.49K ﹤0.01%
34
+1
718
$1.48K ﹤0.01%
+400
719
$1.48K ﹤0.01%
+15
720
$1.43K ﹤0.01%
40
721
$1.43K ﹤0.01%
15
722
$1.41K ﹤0.01%
50
723
$1.35K ﹤0.01%
+150
724
$1.32K ﹤0.01%
27
+13
725
$1.3K ﹤0.01%
275
27 28
29
30 31