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
$105M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$319K
3
+$286K
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$234K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$212K

Top Sells

1
+$959K
2
+$570K
3
+$539K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$487K
5
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$461K

Sector Composition

1 Technology 5.52%
2 Consumer Discretionary 2.02%
3 Healthcare 0.93%
4 Financials 0.71%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-4,410
77
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78
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79
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-710
80
– –
-9,078
81
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-10,076
82
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-8,777
83
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-7,672
84
– –
-13,856
85
– –
-57,207
1 2 3
4