TFA
Toth Financial Advisory Portfolio holdings
AUM
$856M
This Quarter Return
+2.11%
1 Year Return
+19.56%
3 Year Return
+72.93%
5 Year Return
+135.63%
10 Year Return
+364.32%
AUM
$203M
AUM Growth
–
Cap. Flow
+$203M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.73%
Holding
103
New
103
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
GE Aerospace
GE
|
$6.22M |
| 2 |
CVS Health
CVS
|
$6.07M |
| 3 |
Johnson & Johnson
JNJ
|
$5.8M |
| 4 |
Aflac
AFL
|
$5.6M |
| 5 |
Cisco
CSCO
|
$5.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 20.23% |
| 2 | Healthcare | 19.57% |
| 3 | Technology | 9.4% |
| 4 | Industrials | 5.52% |
| 5 | Financials | 4.09% |