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 09/30/21. The fund's latest filing disclosed 658MM in positions, representing 169% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 658MM in positions, representing 169% of the manager's regulatory AUM.
TOTH FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TOTH FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3% | Tech | 19.44% | 0.22% | 0 | 45% | ||
| USTB | 2.86% | Financials | -0.17% | -0.07% | 24 | 0% | ||
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FEATURED IN
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 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
SUITE 300
LEESBURG, Virginia
UNITED STATES, 20175
TOTH FINANCIAL Contact Information
Phone Number: 703-443-8684
Fax Number: 703-669-4577
Website: https://www.tothfinancial.com
Fax Number: 703-669-4577
Website: https://www.tothfinancial.com
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