PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
1-Year Return
15.47%
This Quarter Return
+3.41%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$163M
AUM Growth
+$12.1M
(+8%)
Cap. Flow
+$8.65M
Cap. Flow
% of AUM
5.29%
Top 10 Holdings %
Top 10 Hldgs %
48.83%
Holding
89
New
20
Increased
26
Reduced
25
Closed
6
Top Buys
Top Sells
| 1 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
$5.93M |
| 2 |
ProShares Ultra S&P500
SSO
|
$3.43M |
| 3 |
ProShares Ultra QQQ
QLD
|
$2.73M |
| 4 |
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
|
$2.32M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$1.93M |
Sector Composition
| 1 | Technology | 3.39% |
| 2 | Real Estate | 2.39% |
| 3 | Consumer Discretionary | 2.07% |
| 4 | Financials | 1.05% |
| 5 | Healthcare | 0.58% |
