PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
1-Year Return
15.47%
This Quarter Return
-6.25%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$98.8M
AUM Growth
-$6.34M
(-6%)
Cap. Flow
+$261K
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
56.03%
Holding
72
New
4
Increased
23
Reduced
26
Closed
5
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$359K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$310K |
| 3 |
CEL-SCI Corp
CVM
|
$284K |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$263K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$238K |
Top Sells
| 1 |
Amazon
AMZN
|
$567K |
| 2 |
NVIDIA
NVDA
|
$309K |
| 3 |
Adobe
ADBE
|
$247K |
| 4 |
Pacer Data & Infrastructure Real Estate ETF
SRVR
|
$234K |
| 5 |
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% |
