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
$168M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$349K
2
+$229K
3
+$218K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$208K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$202K

Top Sells

1
+$418K
2
+$392K
3
+$269K
4
SSO icon
ProShares Ultra S&P500
SSO
+$260K
5
NOC icon
Northrop Grumman
NOC
+$213K

Sector Composition

1 Technology 8.24%
2 Consumer Discretionary 1.79%
3 Financials 1.5%
4 Consumer Staples 1.42%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$462K 0.27%
5,103
-44
52
$462K 0.27%
2,063
53
$461K 0.27%
2,088
-77
54
$456K 0.27%
778
+42
55
$453K 0.27%
8,012
-1,457
56
$446K 0.26%
11,980
-7
57
$440K 0.26%
9,520
-1,399
58
$440K 0.26%
20,000
59
$436K 0.26%
3,012
60
$427K 0.25%
4,818
-270
61
$424K 0.25%
9,424
62
$416K 0.25%
5,800
63
$415K 0.25%
2,280
+498
64
$397K 0.24%
14,306
-50
65
$392K 0.23%
6,020
+2,250
66
$378K 0.22%
1,197
-2
67
$378K 0.22%
20,189
-659
68
$360K 0.21%
795
69
$327K 0.19%
1,365
+62
70
$320K 0.19%
677
71
$294K 0.17%
2,278
72
$288K 0.17%
992
73
$287K 0.17%
11,852
+475
74
$281K 0.17%
2,266
75
$276K 0.16%
6,376
-2,364
1 2
3
4