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
$120M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.05M
3
+$595K
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$507K
5
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$314K

Top Sells

1
+$593K
2
+$408K
3
+$375K
4
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$326K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$297K

Sector Composition

1 Technology 6.79%
2 Consumer Discretionary 1.89%
3 Healthcare 1.01%
4 Financials 0.85%
5 Communication Services 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.34%
5,102
+587
52
$375K 0.31%
4,962
53
$361K 0.3%
900
54
$352K 0.29%
2,939
-123
55
$348K 0.29%
20,000
56
$333K 0.28%
2,754
-125
57
$317K 0.26%
648
-10
58
$314K 0.26%
+5,808
59
$306K 0.25%
14,504
60
$299K 0.25%
6,303
-2,623
61
$296K 0.25%
992
62
$289K 0.24%
5,764
-231
63
$254K 0.21%
7,443
-200
64
$248K 0.21%
2,631
+38
65
$238K 0.2%
10,332
-15
66
$233K 0.19%
+7,526
67
$229K 0.19%
+797
68
$223K 0.19%
3,167
69
$222K 0.18%
3,067
70
$220K 0.18%
6,184
71
$216K 0.18%
+5,207
72
$215K 0.18%
1,437
+4
73
$210K 0.17%
3,979
74
$210K 0.17%
+801
75
$208K 0.17%
+1,569
1 2
3
4