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PFA

Plotkin Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 19.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$640K
3
+$569K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$496K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$466K

Top Sells

1
+$419K
2
+$132K
3
+$132K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$111K
5
TJUL icon
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
+$92.3K

Sector Composition

1 Technology 8.64%
2 Financials 1.64%
3 Consumer Discretionary 1.64%
4 Communication Services 1.5%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$643K 0.32%
2,640
52
$612K 0.3%
1,510
53
$588K 0.29%
10,509
54
$570K 0.28%
7,778
55
$558K 0.28%
3,012
56
$528K 0.26%
7,960
57
$515K 0.25%
+4,940
58
$514K 0.25%
1,057
59
$511K 0.25%
4,650
60
$498K 0.25%
9,424
61
$492K 0.24%
979
+181
62
$485K 0.24%
5,767
+375
63
$473K 0.23%
1,500
+25
64
$469K 0.23%
10,146
65
$436K 0.22%
5,452
-54
66
$426K 0.21%
1,248
+25
67
$422K 0.21%
1,746
-336
68
$414K 0.2%
2,838
+170
69
$410K 0.2%
5,425
70
$356K 0.18%
1,699
71
$354K 0.17%
2,278
72
$334K 0.17%
702
73
$325K 0.16%
5,656
-1,954
74
$321K 0.16%
8,300
-3
75
$301K 0.15%
992
1 2
3
4 5