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
$151M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$3.42M
3
+$2.72M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.5M

Top Sells

1
+$10.2M
2
+$4.58M
3
+$2.85M
4
DDM icon
ProShares Ultra Dow30
DDM
+$2.71M
5
QLD icon
ProShares Ultra QQQ
QLD
+$797K

Sector Composition

1 Technology 6.7%
2 Healthcare 1.81%
3 Consumer Discretionary 1.75%
4 Consumer Staples 1.39%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.31%
5,293
52
$464K 0.31%
17,639
-2,850
53
$448K 0.3%
24,573
+5,739
54
$445K 0.3%
13,383
-1,007
55
$426K 0.28%
9,424
56
$401K 0.27%
2,633
+26
57
$383K 0.25%
900
58
$381K 0.25%
+2,063
59
$356K 0.24%
20,000
60
$351K 0.23%
4,355
-609
61
$350K 0.23%
+7,064
62
$350K 0.23%
5,973
-2,326
63
$345K 0.23%
5,400
64
$337K 0.22%
8,587
+2,403
65
$330K 0.22%
1,184
+221
66
$308K 0.2%
3,978
-145
67
$306K 0.2%
+7,420
68
$306K 0.2%
1,804
+5
69
$299K 0.2%
615
+7
70
$298K 0.2%
591
-22
71
$280K 0.19%
992
72
$268K 0.18%
2,647
73
$262K 0.17%
7,304
-139
74
$257K 0.17%
2,266
75
$250K 0.17%
3,665
-41,787
1 2
3
4