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PFA

Plotkin Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 19.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$640K
3
+$569K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$496K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$466K

Top Sells

1
+$419K
2
+$132K
3
+$132K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$111K
5
TJUL icon
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
+$92.3K

Sector Composition

1 Technology 8.64%
2 Financials 1.64%
3 Consumer Discretionary 1.64%
4 Communication Services 1.5%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.87%
7,995
+94
27
$1.74M 0.86%
32,827
-306
28
$1.54M 0.76%
10,021
+52
29
$1.48M 0.73%
13,106
+170
30
$1.34M 0.66%
23,492
-2,319
31
$1.32M 0.65%
5,435
32
$1.28M 0.63%
4,552
33
$1.12M 0.55%
2,160
+71
34
$1.08M 0.53%
1,759
-142
35
$1.04M 0.51%
22,717
+4,828
36
$1.03M 0.51%
25,284
-395
37
$953K 0.47%
6,756
+62
38
$948K 0.47%
4,654
+1,319
39
$899K 0.44%
34,772
+915
40
$848K 0.42%
10,102
41
$836K 0.41%
1,139
+64
42
$789K 0.39%
6,057
+3,257
43
$781K 0.39%
14,554
-312
44
$728K 0.36%
954
45
$723K 0.36%
37,375
+8,242
46
$679K 0.34%
2,063
47
$655K 0.32%
5,695
48
$646K 0.32%
3,779
49
$644K 0.32%
5,180
+77
50
$644K 0.32%
20,000
1
2
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