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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$481K
3
+$383K
4
MCO icon
Moody's
MCO
+$285K
5
PANW icon
Palo Alto Networks
PANW
+$230K

Top Sells

1
+$350K
2
+$344K
3
+$250K
4
NSC icon
Norfolk Southern
NSC
+$211K
5
AMD icon
Advanced Micro Devices
AMD
+$210K

Sector Composition

1 Technology 7.54%
2 Consumer Discretionary 1.73%
3 Healthcare 1.71%
4 Consumer Staples 1.38%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$470K 0.3%
2,318
-88
52
$465K 0.3%
3,759
53
$464K 0.3%
17,339
-300
54
$447K 0.29%
5,293
55
$445K 0.29%
3,046
-13
56
$419K 0.27%
20,000
57
$413K 0.27%
2,063
58
$401K 0.26%
900
59
$399K 0.26%
9,424
60
$397K 0.26%
4,966
+611
61
$386K 0.25%
766
+151
62
$382K 0.25%
5,400
63
$355K 0.23%
8,740
+153
64
$342K 0.22%
615
+24
65
$316K 0.2%
7,420
66
$315K 0.2%
1,199
+15
67
$308K 0.2%
5,503
-470
68
$307K 0.2%
6,345
+1,138
69
$285K 0.18%
+677
70
$281K 0.18%
3,640
-338
71
$265K 0.17%
1,615
-189
72
$257K 0.17%
10,992
+2,560
73
$254K 0.16%
2,647
74
$253K 0.16%
992
75
$250K 0.16%
2,266
1 2
3
4