PFA

Plotkin Financial Advisors Portfolio holdings

AUM $202M
1-Year Est. Return 18.15%
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$826K
3
+$629K
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$425K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$392K

Top Sells

1
+$1.66M
2
+$854K
3
+$392K
4
ANET icon
Arista Networks
ANET
+$229K
5
UYG icon
ProShares Ultra Financials
UYG
+$222K

Sector Composition

1 Technology 7.01%
2 Consumer Discretionary 1.91%
3 Financials 1.56%
4 Consumer Staples 1.53%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$507K 0.31%
5,695
52
$500K 0.31%
3,012
53
$459K 0.28%
10,305
-1,629
54
$446K 0.27%
11,977
-3
55
$441K 0.27%
5,392
-773
56
$439K 0.27%
8,012
57
$439K 0.27%
20,000
58
$438K 0.27%
5,551
-542
59
$425K 0.26%
798
+3
60
$420K 0.26%
1,198
+1
61
$416K 0.26%
2,063
62
$416K 0.26%
2,083
-5
63
$413K 0.25%
2,640
64
$397K 0.24%
14,156
-150
65
$392K 0.24%
5,525
-275
66
$383K 0.24%
9,424
67
$377K 0.23%
4,818
68
$337K 0.21%
1,375
+10
69
$335K 0.21%
2,278
70
$321K 0.2%
+1,237
71
$315K 0.19%
677
72
$310K 0.19%
992
73
$299K 0.18%
5,103
74
$285K 0.18%
6,191
75
$270K 0.17%
2,639
1 2
3
4