PFA

Plotkin Financial Advisors Portfolio holdings

AUM $202M
1-Year Est. Return 18.15%
This Quarter Est. Return
1 Year Est. Return
+18.15%
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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77
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79
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80
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-8,777
82
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-15,344
83
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-27,712
84
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-57,207
85
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-18,198
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