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
726
$1.3K ﹤0.01%
100
727
$1.27K ﹤0.01%
+30
728
$1.26K ﹤0.01%
4
729
$1.24K ﹤0.01%
+50
730
$1.22K ﹤0.01%
100
731
$1.21K ﹤0.01%
100
732
$1.2K ﹤0.01%
+100
733
$1.16K ﹤0.01%
150
734
$1.11K ﹤0.01%
+25
735
$1.08K ﹤0.01%
200
736
$957 ﹤0.01%
49
737
$905 ﹤0.01%
35
-134
738
$901 ﹤0.01%
60
739
$870 ﹤0.01%
14
740
$795 ﹤0.01%
39
741
$675 ﹤0.01%
75
742
$633 ﹤0.01%
11
743
$611 ﹤0.01%
13
-13
744
$536 ﹤0.01%
6
745
$526 ﹤0.01%
+20
746
$517 ﹤0.01%
11
747
$421 ﹤0.01%
4
748
$338 ﹤0.01%
4
749
$220 ﹤0.01%
+2
750
$215 ﹤0.01%
+1
28 29
30
31 32