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
$181M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.39M
3
+$3.71M
4
ROM icon
ProShares Ultra Technology
ROM
+$3.48M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.36M

Top Sells

1
+$8.92M
2
+$5.01M
3
+$4.32M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$3.38M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$2.79M

Sector Composition

1 Technology 3.29%
2 Real Estate 2.26%
3 Consumer Discretionary 1.75%
4 Financials 1.19%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.36%
+10,878
52
$649K 0.36%
+5,545
53
$602K 0.33%
2,221
+43
54
$539K 0.3%
+19,096
55
$514K 0.28%
+9,633
56
$494K 0.27%
+9,212
57
$491K 0.27%
3,756
-68,226
58
$484K 0.27%
3,587
-330
59
$477K 0.26%
34,563
60
$468K 0.26%
2,841
61
$448K 0.25%
6,120
-48
62
$445K 0.25%
2,886
-21,917
63
$433K 0.24%
1,358
+222
64
$428K 0.24%
872
+432
65
$408K 0.23%
5,246
+490
66
$396K 0.22%
3,160
+180
67
$369K 0.2%
900
68
$364K 0.2%
2,980
+820
69
$347K 0.19%
17,360
-15,640
70
$335K 0.19%
3,618
-21,984
71
$321K 0.18%
16,041
-7,536
72
$313K 0.17%
1,314
+140
73
$311K 0.17%
3,920
+1,000
74
$302K 0.17%
1,720
+622
75
$301K 0.17%
5,930
+1,500
1 2
3
4 5