PFA

Plotkin Financial Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
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 Buys

1
+$930K
2
+$486K
3
+$428K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$370K
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$245K

Top Sells

1
+$344K
2
+$330K
3
+$314K
4
USD icon
ProShares Ultra Semiconductors
USD
+$306K
5
NVDA icon
NVIDIA
NVDA
+$285K

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
– –
-29,008
78
– –
-801
79
– –
-5,808
80
– –
-7,526
81
– –
-797
82
– –
-3,979
1 2 3
4