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PFA

Plotkin Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 19.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.26%
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
+$418K
2
+$344K
3
+$293K
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$250K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$225K

Top Sells

1
+$959K
2
+$579K
3
+$543K
4
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$539K
5
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$506K

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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77
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78
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-8,777
79
– –
-15,344
80
– –
-27,712
81
– –
-57,207
82
– –
-710
83
– –
-9,078
84
– –
-10,076
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