PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
This Quarter Return
-8.33%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(-9.6%)
Cap. Flow
+$8.8M
Cap. Flow
% of AUM
6.14%
Top 10 Holdings %
Top 10 Hldgs %
55.14%
Holding
94
New
9
Increased
25
Reduced
29
Closed
12
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$8.87M |
| 2 |
ProShares Ultra S&P500
SSO
|
$1.11M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$955K |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$953K |
| 5 |
Phillips Edison & Co
PECO
|
$922K |
Top Sells
| 1 |
First Trust Small Cap Growth AlphaDEX Fund
FYC
|
$5.41M |
| 2 |
ProShares Ultra Russell2000
UWM
|
$3.02M |
| 3 |
ProShares UltraPro QQQ
TQQQ
|
$2.18M |
| 4 |
SPDR S&P Kensho New Economies Composite ETF
KOMP
|
$1.92M |
| 5 |
ARK Fintech Innovation ETF
ARKF
|
$827K |
Sector Composition
| 1 | Technology | 5% |
| 2 | Real Estate | 2.28% |
| 3 | Consumer Discretionary | 1.85% |
| 4 | Financials | 0.74% |
| 5 | Communication Services | 0.69% |
