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
$151M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$7.12M
2 +$5.77M
3 +$5.19M
4
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.14M
5
QLD icon
ProShares Ultra QQQ
QLD
+$5.11M

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 Change
in Stake
Capital Flow
76
-8,352