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
$341M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.15M
3 +$1.09M
4
LNC icon
Lincoln National
LNC
+$853K
5
VISN
Vistance Networks Inc
VISN
+$802K

Sector Composition

1 Healthcare 19.95%
2 Consumer Staples 18.33%
3 Technology 10.27%
4 Industrials 4.7%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
15,209
127
-12,015