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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$481K
3
+$383K
4
MCO icon
Moody's
MCO
+$285K
5
PANW icon
Palo Alto Networks
PANW
+$230K

Top Sells

1
+$350K
2
+$344K
3
+$250K
4
NSC icon
Norfolk Southern
NSC
+$211K
5
AMD icon
Advanced Micro Devices
AMD
+$210K

Sector Composition

1 Technology 7.54%
2 Consumer Discretionary 1.73%
3 Healthcare 1.71%
4 Consumer Staples 1.38%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.05%
9,944
27
$1.51M 0.97%
11,118
28
$1.5M 0.96%
7,760
-181
29
$1.35M 0.87%
63,255
+10,020
30
$1.25M 0.8%
10,102
31
$1.24M 0.8%
10,793
32
$1.08M 0.69%
2,152
+41
33
$1.07M 0.69%
5,901
+1,031
34
$1.02M 0.65%
7,205
+308
35
$1M 0.65%
12,108
-714
36
$866K 0.56%
7,023
37
$864K 0.56%
954
38
$845K 0.54%
1,890
39
$787K 0.51%
4,552
40
$673K 0.43%
14,726
+1,100
41
$558K 0.36%
6,425
42
$538K 0.35%
9,869
-415
43
$535K 0.34%
13,128
-949
44
$516K 0.33%
1,498
45
$502K 0.32%
7,892
46
$501K 0.32%
5,147
-1,438
47
$490K 0.32%
26,673
+2,100
48
$490K 0.31%
7,706
49
$484K 0.31%
2,640
+7
50
$472K 0.3%
13,368
-15
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2
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