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
$131M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$396K
3
+$366K
4
NVDA icon
NVIDIA
NVDA
+$342K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$326K

Top Sells

1
+$423K
2
+$324K
3
+$251K
4
ROM icon
ProShares Ultra Technology
ROM
+$222K
5
MSFT icon
Microsoft
MSFT
+$162K

Sector Composition

1 Technology 6.39%
2 Consumer Discretionary 1.68%
3 Financials 1.03%
4 Healthcare 0.98%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.16%
+608
77
$215K 0.16%
+1,699
78
$215K 0.16%
+1,264
79
$214K 0.16%
1,569
80
$209K 0.16%
+2,644
81
$163K 0.12%
12,938
82
$154K 0.12%
11,407
-348
83
$17.3K 0.01%
19,860
1 2 3
4