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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
$90.9M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.91M
3
+$660K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$580K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$531K

Top Sells

1
+$6.3M
2
+$5.05M
3
+$4.19M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.94M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.89M

Sector Composition

1 Technology 5.86%
2 Consumer Discretionary 3.71%
3 Real Estate 2.79%
4 Financials 2.19%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.27%
3,380
+220
52
$246K 0.27%
941
53
$244K 0.27%
+8,352
54
$238K 0.26%
12,433
-508
55
$227K 0.25%
+1,035
56
$224K 0.25%
+1,174
57
$223K 0.25%
6,184
-1,574
58
$210K 0.23%
+4,140
59
$209K 0.23%
+15,570
60
$208K 0.23%
+1,250
61
$102K 0.11%
20,859
62
$10.6K 0.01%
18
63
– –
-6,068
64
– –
-838
65
– –
-1,279
66
– –
-5,633
67
– –
-3,215
68
– –
-403,192
69
– –
-18,439
70
– –
-1,946
71
– –
-14,733
1 2
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