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
$203M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M
2 +$6.15M
3 +$5.82M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.74M
5
IBM icon
IBM
IBM
+$5.46M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$29K 0.01%
+2,125
102
$0 ﹤0.01%
+15,209