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
$107M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$648K
3
+$556K
4
NVDA icon
NVIDIA
NVDA
+$268K
5
USD icon
ProShares Ultra Semiconductors
USD
+$210K

Top Sells

1
+$303K
2
+$218K
3
+$204K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$200K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$179K

Sector Composition

1 Technology 6.64%
2 Consumer Discretionary 1.66%
3 Healthcare 0.96%
4 Communication Services 0.77%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$832K 0.77%
19,462
+364
27
$824K 0.77%
16,626
-189
28
$787K 0.73%
2,092
-278
29
$743K 0.69%
7,192
+186
30
$714K 0.66%
17,774
+1,791
31
$639K 0.59%
2,218
+360
32
$624K 0.58%
3,499
33
$602K 0.56%
6,475
+100
34
$585K 0.54%
10,841
-581
35
$552K 0.51%
12,209
36
$500K 0.47%
3,363
37
$494K 0.46%
10,437
-852
38
$491K 0.46%
3,165
-32
39
$486K 0.45%
3,727
-41
40
$442K 0.41%
1,498
41
$427K 0.4%
9,096
+4,206
42
$427K 0.4%
4,859
+6
43
$422K 0.39%
9,906
-467
44
$407K 0.38%
25,233
-7,611
45
$401K 0.37%
5,200
46
$401K 0.37%
6,575
-30
47
$391K 0.36%
5,584
-448
48
$378K 0.35%
4,962
49
$362K 0.34%
4,515
-213
50
$344K 0.32%
8,926
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2
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