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
$131M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$450K
3
+$432K
4
NVDA icon
NVIDIA
NVDA
+$366K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$350K

Top Sells

1
+$452K
2
+$354K
3
+$284K
4
ROM icon
ProShares Ultra Technology
ROM
+$257K
5
DDM icon
ProShares Ultra Dow30
DDM
+$172K

Sector Composition

1 Technology 6.39%
2 Consumer Discretionary 1.68%
3 Financials 1.03%
4 Healthcare 0.98%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$429K 0.33%
9,424
52
$417K 0.32%
7,706
-493
53
$403K 0.31%
4,964
+425
54
$396K 0.3%
900
55
$367K 0.28%
2,607
-84
56
$366K 0.28%
613
-25
57
$347K 0.26%
6,337
+1,150
58
$336K 0.26%
+18,834
59
$328K 0.25%
5,400
60
$324K 0.25%
20,000
61
$319K 0.24%
4,123
-321
62
$308K 0.23%
6,138
+414
63
$294K 0.22%
992
64
$284K 0.22%
1,799
+5
65
$272K 0.21%
7,443
66
$252K 0.19%
2,647
67
$251K 0.19%
963
+50
68
$250K 0.19%
3,067
69
$249K 0.19%
+4,905
70
$248K 0.19%
10,305
71
$233K 0.18%
6,184
72
$233K 0.18%
3,167
73
$232K 0.18%
6,404
-725
74
$230K 0.17%
5,207
75
$221K 0.17%
2,266
1 2
3
4