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
$120M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.05M
3
+$595K
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$507K
5
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$314K

Top Sells

1
+$593K
2
+$408K
3
+$375K
4
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$326K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$297K

Sector Composition

1 Technology 6.79%
2 Consumer Discretionary 1.89%
3 Healthcare 1.01%
4 Financials 0.85%
5 Communication Services 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.17%
+863
77
$205K 0.17%
+2,266
78
$173K 0.14%
12,235
-2,007
79
$150K 0.12%
12,938
80
$19.9K 0.02%
19,860
81
– –
-2,073
82
– –
-4,285
1 2 3
4