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
$181M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.39M
3
+$3.71M
4
ROM icon
ProShares Ultra Technology
ROM
+$3.48M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.36M

Top Sells

1
+$8.92M
2
+$5.01M
3
+$4.32M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$3.38M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$2.79M

Sector Composition

1 Technology 3.29%
2 Real Estate 2.26%
3 Consumer Discretionary 1.75%
4 Financials 1.19%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$293K 0.16%
2,515
-158
77
$290K 0.16%
1,264
78
$270K 0.15%
+3,694
79
$270K 0.15%
15,570
80
$265K 0.15%
1,148
+100
81
$262K 0.15%
1,699
82
$262K 0.14%
+1,103
83
$252K 0.14%
2,925
-15,560
84
$249K 0.14%
1,521
-225
85
$246K 0.14%
+4,067
86
$234K 0.13%
+674
87
$231K 0.13%
+7,284
88
$226K 0.13%
3,167
-137
89
$224K 0.12%
1,653
90
$223K 0.12%
1,342
91
$222K 0.12%
800
92
$221K 0.12%
10,707
93
$218K 0.12%
2,266
94
$217K 0.12%
+926
95
$215K 0.12%
+981
96
$214K 0.12%
2,644
97
$213K 0.12%
+6,913
98
$199K 0.11%
68,704
99
$194K 0.11%
25,365
-1,637
100
$191K 0.11%
20,309
1 2 3
4
5