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
$105M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$319K
3
+$286K
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$234K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$212K

Top Sells

1
+$959K
2
+$570K
3
+$539K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$487K
5
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$461K

Sector Composition

1 Technology 5.52%
2 Consumer Discretionary 2.02%
3 Healthcare 0.93%
4 Financials 0.71%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$824K 0.78%
14,862
+7,216
27
$797K 0.76%
18,276
+2,200
28
$700K 0.67%
16,907
-174
29
$674K 0.64%
13,366
+100
30
$593K 0.56%
3,500
-245
31
$575K 0.55%
17,125
+6,317
32
$567K 0.54%
3,197
+200
33
$547K 0.52%
13,019
-1,005
34
$542K 0.52%
4,735
35
$528K 0.5%
13,592
-694
36
$524K 0.5%
11,893
+225
37
$513K 0.49%
3,569
38
$443K 0.42%
4,853
39
$410K 0.39%
1,264
40
$403K 0.38%
5,200
41
$392K 0.37%
5,138
-697
42
$388K 0.37%
10,441
-1,115
43
$375K 0.36%
6,402
44
$374K 0.36%
5,358
45
$370K 0.35%
1,348
46
$350K 0.33%
1,361
+91
47
$334K 0.32%
22,431
+6,861
48
$326K 0.31%
4,078
-1,371
49
$326K 0.31%
9,750
-17,067
50
$325K 0.31%
6,479
-1,561
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