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
$626M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.09M
3
+$1.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.32M
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$1.26M

Top Sells

1
+$1.65M
2
+$1.27M
3
+$1.26M
4
AMD icon
Advanced Micro Devices
AMD
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.09M

Sector Composition

1 Healthcare 16.5%
2 Technology 13.03%
3 Consumer Staples 13.01%
4 Financials 7.37%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$388K 0.06%
963
+278
177
$358K 0.06%
+4,750
178
$355K 0.06%
8,912
179
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180
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181
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182
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183
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184
$298K 0.05%
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185
$288K 0.05%
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186
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187
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188
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189
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190
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191
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192
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194
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196
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197
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877
198
$230K 0.04%
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$206K 0.03%
1,350
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200
$195K 0.03%
3,674
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