PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
This Quarter Return
+3.69%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+3.1%)
Cap. Flow
+$2.41M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
52.91%
Holding
92
New
2
Increased
22
Reduced
30
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.19M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$941K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$481K |
| 4 |
Invesco QQQ Trust
QQQ
|
$383K |
| 5 |
Moody's
MCO
|
$285K |
Top Sells
| 1 |
ProShares Ultra Semiconductors
USD
|
$350K |
| 2 |
Apple
AAPL
|
$344K |
| 3 |
ProShares Ultra Financials
UYG
|
$250K |
| 4 |
Norfolk Southern
NSC
|
$211K |
| 5 |
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% |
