PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
This Quarter Return
+30.15%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+43%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
10.6%
Top 10 Holdings %
Top 10 Hldgs %
61.05%
Holding
65
New
10
Increased
20
Reduced
22
Closed
4
Top Buys
| 1 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$3.56M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$1.68M |
| 3 |
First Trust Cloud Computing ETF
SKYY
|
$1.6M |
| 4 |
ProShares Ultra S&P500
SSO
|
$1.39M |
| 5 |
PIMCO Corporate & Income Opportunity Fund
PTY
|
$1.18M |
Top Sells
Sector Composition
| 1 | Technology | 3.29% |
| 2 | Financials | 2.71% |
| 3 | Real Estate | 2.63% |
| 4 | Consumer Discretionary | 1.87% |
| 5 | Communication Services | 0.56% |
