PFA

Plotkin Financial Advisors Portfolio holdings

AUM $181M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.77M
3
+$5.19M
4
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.14M
5
QLD icon
ProShares Ultra QQQ
QLD
+$5.11M

Top Sells

1
+$2.34M
2
+$1.94M
3
+$677K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$662K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$531K

Sector Composition

1 Technology 3.7%
2 Real Estate 2.62%
3 Consumer Discretionary 2.04%
4 Financials 1.81%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1%
+49,238
27
$1.28M 0.84%
3,416
+102
28
$1.12M 0.74%
74,507
+47,521
29
$1.05M 0.69%
140,678
30
$948K 0.63%
19,451
-1,972
31
$915K 0.6%
16,712
-2,819
32
$888K 0.59%
51,800
33
$816K 0.54%
7,999
-22,909
34
$782K 0.52%
+5,341
35
$542K 0.36%
3,892
+18
36
$538K 0.36%
8,297
+4,241
37
$532K 0.35%
10,608
-1,247
38
$515K 0.34%
11,496
-1,132
39
$503K 0.33%
+3,937
40
$494K 0.33%
2,220
41
$472K 0.31%
6,120
42
$470K 0.31%
2,798
-51
43
$459K 0.3%
1,950
-2,880
44
$442K 0.29%
2,807
45
$423K 0.28%
5,076
-4,921
46
$387K 0.26%
29,640
-600
47
$335K 0.22%
+3,593
48
$308K 0.2%
4,756
49
$299K 0.2%
6,277
-2,735
50
$298K 0.2%
1,123
1
2
3 4