PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
This Quarter Return
+17.8%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+67%)
Cap. Flow
+$48.6M
Cap. Flow
% of AUM
32.11%
Top 10 Holdings %
Top 10 Hldgs %
55.02%
Holding
76
New
13
Increased
23
Reduced
22
Closed
7
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$7.12M |
| 2 |
ProShares Ultra S&P500
SSO
|
$5.77M |
| 3 |
First Trust Cloud Computing ETF
SKYY
|
$5.19M |
| 4 |
ARK Fintech Innovation ETF
ARKF
|
$5.14M |
| 5 |
ProShares Ultra QQQ
QLD
|
$5.11M |
Top Sells
Sector Composition
| 1 | Technology | 3.7% |
| 2 | Real Estate | 2.62% |
| 3 | Consumer Discretionary | 2.04% |
| 4 | Financials | 1.81% |
| 5 | Healthcare | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Beyond Meat
BYND
$178M
| – | – |
-1,250
| Closed | -$208K |
|