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
$107M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$648K
3
+$556K
4
NVDA icon
NVIDIA
NVDA
+$268K
5
USD icon
ProShares Ultra Semiconductors
USD
+$210K

Top Sells

1
+$303K
2
+$218K
3
+$204K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$200K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$179K

Sector Composition

1 Technology 6.64%
2 Consumer Discretionary 1.66%
3 Healthcare 0.96%
4 Communication Services 0.77%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.3%
954
52
$320K 0.3%
20,000
53
$318K 0.3%
3,062
+290
54
$310K 0.29%
900
55
$302K 0.28%
5,995
56
$299K 0.28%
2,879
+67
57
$280K 0.26%
4,285
58
$277K 0.26%
992
59
$268K 0.25%
+9,640
60
$254K 0.24%
658
-17
61
$249K 0.23%
7,643
62
$237K 0.22%
2,593
+219
63
$224K 0.21%
3,167
64
$217K 0.2%
10,347
65
$213K 0.2%
3,067
66
$210K 0.2%
+14,504
67
$208K 0.19%
+6,184
68
$208K 0.19%
+2,073
69
$207K 0.19%
+1,433
70
$205K 0.19%
3,979
-1,214
71
$170K 0.16%
14,242
72
$142K 0.13%
+12,938
73
$29K 0.03%
+19,860
74
– –
-2,266
75
– –
-829
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3