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
$181M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.39M
3
+$3.71M
4
ROM icon
ProShares Ultra Technology
ROM
+$3.48M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.36M

Top Sells

1
+$8.92M
2
+$5.01M
3
+$4.32M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$3.38M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$2.79M

Sector Composition

1 Technology 3.29%
2 Real Estate 2.26%
3 Consumer Discretionary 1.75%
4 Financials 1.19%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.05%
95,665
-37,819
27
$1.75M 0.97%
+32,550
28
$1.54M 0.85%
21,424
-27,836
29
$1.5M 0.83%
43,557
-81,128
30
$1.48M 0.82%
30,799
+14,351
31
$1.43M 0.79%
8,300
-2,980
32
$1.41M 0.78%
20,334
-34,779
33
$1.4M 0.77%
10,932
+6,595
34
$1.33M 0.73%
3,097
+675
35
$1.27M 0.71%
8,015
-551
36
$1.25M 0.69%
+30,539
37
$1.24M 0.69%
11,829
-329
38
$1.22M 0.67%
+33,150
39
$1.19M 0.66%
12,567
-5,291
40
$1.18M 0.65%
138,958
41
$1.05M 0.58%
28,882
+625
42
$958K 0.53%
51,800
43
$945K 0.52%
+23,752
44
$864K 0.48%
9,270
+5,970
45
$855K 0.47%
10,342
+3,022
46
$841K 0.47%
17,335
-933
47
$782K 0.43%
3,450
-300
48
$671K 0.37%
12,356
-350
49
$669K 0.37%
8,852
-379
50
$667K 0.37%
6,867
-12
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2
3 4 5