PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
This Quarter Return
+10.03%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(+9.2%)
Cap. Flow
+$795K
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
52.75%
Holding
75
New
7
Increased
17
Reduced
30
Closed
2
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$771K |
| 2 |
FT Vest US Equity Deep Buffer ETF April
DAPR
|
$648K |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$556K |
| 4 |
NVIDIA
NVDA
|
$268K |
| 5 |
ProShares Ultra Semiconductors
USD
|
$210K |
Top Sells
| 1 |
ProShares Ultra S&P500
SSO
|
$303K |
| 2 |
Emerson Electric
EMR
|
$218K |
| 3 |
Norfolk Southern
NSC
|
$204K |
| 4 |
VanEck Semiconductor ETF
SMH
|
$200K |
| 5 |
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% |
