PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
1-Year Return
15.47%
This Quarter Return
+12.14%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$181M
AUM Growth
+$18.6M
(+11%)
Cap. Flow
+$907K
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
53.25%
Holding
99
New
7
Increased
23
Reduced
29
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
+$826K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$757K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$602K |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$340K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$285K |
Top Sells
| 1 |
ProShares Ultra S&P500
SSO
|
+$1.35M |
| 2 |
Meta Platforms (Facebook)
META
|
+$586K |
| 3 |
Tesla
TSLA
|
+$321K |
| 4 |
Adobe
ADBE
|
+$228K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$209K |
Sector Composition
| 1 | Technology | 7.56% |
| 2 | Consumer Discretionary | 1.75% |
| 3 | Financials | 1.62% |
| 4 | Communication Services | 1.35% |
| 5 | Consumer Staples | 1.32% |
