TFA

Toth Financial Advisory Portfolio holdings

AUM $926M
1-Year Est. Return 17.38%
This Quarter Est. Return
1 Year Est. Return
+17.38%
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 +$1.98M
2 +$1.13M
3 +$1.12M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.07M
5
LNC icon
Lincoln National
LNC
+$895K

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