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
$114M
AUM Growth
-$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Sells

1 +$332K
2 +$314K
3 +$306K
4
SSO icon
ProShares Ultra S&P500
SSO
+$304K
5
NVDA icon
NVIDIA
NVDA
+$277K

Sector Composition

1 Technology 6.49%
2 Consumer Discretionary 1.78%
3 Healthcare 0.98%
4 Financials 0.93%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$17.5K 0.02%
19,860
77
-3,979
78
-797
79
-7,526
80
-5,808
81
-801
82
-14,504