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
$98.8M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$359K
2
+$310K
3
+$284K
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$263K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$238K

Top Sells

1
+$567K
2
+$309K
3
+$247K
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$234K
5
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$206K

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 1.79%
3 Healthcare 1.13%
4 Financials 0.69%
5 Real Estate 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$792K 0.8%
7,006
-5,021
27
$737K 0.75%
19,110
+834
28
$675K 0.68%
21,100
+3,975
29
$631K 0.64%
17,206
+299
30
$631K 0.64%
13,366
31
$577K 0.58%
3,499
-1
32
$549K 0.56%
12,450
+557
33
$522K 0.53%
3,197
34
$502K 0.51%
12,639
-380
35
$497K 0.5%
4,735
36
$482K 0.49%
13,455
-137
37
$464K 0.47%
32,844
+10,413
38
$450K 0.46%
6,062
+924
39
$434K 0.44%
1,863
+502
40
$425K 0.43%
3,363
-206
41
$413K 0.42%
1,498
+150
42
$408K 0.41%
5,200
43
$406K 0.41%
4,853
44
$373K 0.38%
11,473
+2,650
45
$367K 0.37%
6,402
46
$358K 0.36%
4,728
+650
47
$358K 0.36%
5,858
+500
48
$351K 0.36%
10,441
49
$333K 0.34%
20,000
50
$320K 0.32%
11,278
+3,383
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