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
$158M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.07M
3
+$969K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$866K
5
RXL icon
ProShares Ultra Health Care
RXL
+$772K

Top Sells

1
+$4.06M
2
+$2.75M
3
+$1.86M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$1.77M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.38M

Sector Composition

1 Technology 4.5%
2 Consumer Discretionary 2.39%
3 Real Estate 1.92%
4 Financials 0.82%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$485K 0.31%
5,200
-920
52
$470K 0.3%
15,980
-9,250
53
$467K 0.3%
5,358
+287
54
$427K 0.27%
1,270
-951
55
$425K 0.27%
5,231
-4,149
56
$425K 0.27%
900
57
$414K 0.26%
2,860
-300
58
$378K 0.24%
2,925
-9,352
59
$356K 0.23%
2,460
-200
60
$349K 0.22%
1,264
61
$334K 0.21%
10,441
-5,557
62
$333K 0.21%
+6,596
63
$318K 0.2%
5,560
-3,213
64
$318K 0.2%
5,028
+798
65
$301K 0.19%
+11,382
66
$295K 0.19%
15,570
67
$284K 0.18%
1,830
+29
68
$281K 0.18%
7,191
-6,259
69
$272K 0.17%
+480
70
$264K 0.17%
750
-1,650
71
$261K 0.17%
+719
72
$244K 0.15%
724
+50
73
$239K 0.15%
892
-256
74
$237K 0.15%
4,963
-8,064
75
$237K 0.15%
+1,681
1 2
3
4 5