TOTH FINANCIAL Overview

Toth Financial Advisory Corp is an investment advisor that manages 389.4 MM dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 340MM in positions, representing 87% of the manager's regulatory AUM.

TOTH FINANCIAL StockAlpha

+0.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TOTH FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WBA 2.7% Cons. Staples 5.02% 0.24% 0 16%
SYK 2.66% Health -0.77% 0.11% 0 9%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

TOTH FINANCIAL Founders and Key Employees

Name Title In Position Since
Thomas A. Toth President July-1986
Priscilla M. Toth Vice President July-1986
Thomas A. Bowman Executive Vice President September-2009
Thomas A. Bowman Chief Compliance Officer July-2010
Brawn C. Sproul Director July-2010

TOTH FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

TOTH FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Toth Financial uses primarily a fundamental analysis for stocks, with particular emphasis on earnings per share, sales per share, years uninterrupted and/or increased earnings, net profit, debt-equity ratio,
% earned common equity, revenue sources and outlook. For mutual funds, Toth Financial considers the stated objective of the fund (per its prospectus) and how it compares to the client's objectives, the fund's track record, and whether or not the same management is still in place or if qualified replacement managers have been hired. For limited partnerships: Toth Financial considers the proposed length of the partnership, the general partner's track record in previous partnerships, the investment potential with (and without) potential tax advantages, the timing of cash flow and the discounted present value of that cash flow, as well as the diversification of the partnership holdings.

Toth Financial’s port...
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TOTH FINANCIAL Portfolio Concentration

TOTH FINANCIAL Location

608 SOUTH KING STREET
SUITE 300
LEESBURG, Virginia
UNITED STATES, 20175

TOTH FINANCIAL Contact Information

Phone Number: 703-443-8684
Fax Number: 703-669-4577
Website:

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