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
$131M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$450K
3
+$432K
4
NVDA icon
NVIDIA
NVDA
+$366K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$350K

Top Sells

1
+$452K
2
+$354K
3
+$284K
4
ROM icon
ProShares Ultra Technology
ROM
+$257K
5
DDM icon
ProShares Ultra Dow30
DDM
+$172K

Sector Composition

1 Technology 6.39%
2 Consumer Discretionary 1.68%
3 Financials 1.03%
4 Healthcare 0.98%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$985K 0.75%
52,380
+17,637
27
$897K 0.68%
2,054
-203
28
$887K 0.67%
17,910
+7,390
29
$797K 0.61%
10,484
-1,191
30
$744K 0.57%
7,061
+786
31
$719K 0.55%
1,911
-456
32
$683K 0.52%
3,892
+165
33
$628K 0.48%
13,641
+1,432
34
$595K 0.45%
14,660
35
$589K 0.45%
12,884
-1,922
36
$567K 0.43%
2,826
-555
37
$557K 0.42%
4,739
38
$556K 0.42%
954
39
$535K 0.41%
10,284
40
$531K 0.4%
6,550
41
$526K 0.4%
20,489
+3,175
42
$525K 0.4%
3,756
+329
43
$519K 0.39%
1,498
44
$493K 0.37%
3,363
45
$492K 0.37%
3,759
-1,100
46
$479K 0.36%
3,059
-94
47
$466K 0.35%
14,390
-512
48
$450K 0.34%
+6,743
49
$448K 0.34%
8,299
-2,177
50
$436K 0.33%
5,293
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