PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
This Quarter Return
+15.16%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+16%)
Cap. Flow
+$1.38M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
52.41%
Holding
83
New
7
Increased
18
Reduced
34
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$491K |
| 2 |
Direxion Daily Technology Bull 3x Shares
TECL
|
$450K |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$432K |
| 4 |
NVIDIA
NVDA
|
$366K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$350K |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$452K |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$354K |
| 3 |
ProShares Ultra S&P500
SSO
|
$284K |
| 4 |
ProShares Ultra Technology
ROM
|
$257K |
| 5 |
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% |
