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
$163M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.78M
3
+$2.87M
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$2.4M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$2.21M

Top Sells

1
+$5.93M
2
+$3.43M
3
+$2.73M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$2.32M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.93M

Sector Composition

1 Technology 3.39%
2 Real Estate 2.39%
3 Consumer Discretionary 2.07%
4 Financials 1.05%
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
$202K 0.12%
27,002
81
$199K 0.12%
68,704
82
$173K 0.11%
20,309
-550
83
$15.5K 0.01%
900
84
– –
-2,798
85
– –
-16,712
86
– –
-761
87
– –
-23,023
88
– –
-4,000
89
– –
-994
1 2 3
4