PFA

Plotkin Financial Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$4.23M
3
+$3.14M
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$2.47M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$2.19M

Top Sells

1
+$5.91M
2
+$3.25M
3
+$2.76M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$2.32M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.01M

Sector Composition

1 Technology 3.39%
2 Real Estate 2.27%
3 Consumer Discretionary 2.07%
4 Financials 0.93%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.13%
+2,644
77
$204K 0.13%
+2,266
78
$204K 0.13%
+800
79
$203K 0.12%
+1,098
80
$173K 0.11%
20,309
-550
81
$15.5K 0.01%
18
82
– –
-994
83
– –
-8,000
84
– –
-23,023
85
– –
-761
86
– –
-16,712
87
– –
-2,798
1 2 3
4