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
$163M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.78M
3
+$2.87M
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$2.4M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$2.21M

Top Sells

1
+$5.93M
2
+$3.43M
3
+$2.73M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$2.32M
5
IGV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$397K 0.24%
23,577
-50,930
52
$347K 0.21%
1,136
+13
53
$342K 0.21%
+1,548
54
$334K 0.2%
4,756
55
$325K 0.2%
+3,300
56
$318K 0.19%
900
57
$308K 0.19%
2,980
+80
58
$285K 0.17%
+6,320
59
$285K 0.17%
+2,673
60
$282K 0.17%
2,770
-5,229
61
$263K 0.16%
1,746
62
$249K 0.15%
15,570
63
$236K 0.14%
1,264
64
$235K 0.14%
1,048
-243
65
$234K 0.14%
1,174
66
$230K 0.14%
3,304
67
$228K 0.14%
+4,312
68
$226K 0.14%
1,699
+120
69
$225K 0.14%
4,430
-1,310
70
$224K 0.14%
+1,653
71
$223K 0.14%
+2,160
72
$216K 0.13%
+1,342
73
$216K 0.13%
2,920
74
$216K 0.13%
10,707
-713
75
$209K 0.13%
+440
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3
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