PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
This Quarter Return
+10.49%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+15%)
Cap. Flow
+$6.33M
Cap. Flow
% of AUM
4.19%
Top 10 Holdings %
Top 10 Hldgs %
52.4%
Holding
97
New
14
Increased
27
Reduced
26
Closed
7
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$8.1M |
| 2 |
FT Vest US Equity Buffer ETF January
FJAN
|
$3.42M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.72M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.94M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.5M |
Top Sells
| 1 |
ProShares Ultra S&P500
SSO
|
$10.2M |
| 2 |
ProShares Ultra Technology
ROM
|
$4.58M |
| 3 |
ProShares Ultra Financials
UYG
|
$2.85M |
| 4 |
ProShares Ultra Dow30
DDM
|
$2.71M |
| 5 |
ProShares Ultra QQQ
QLD
|
$797K |
Sector Composition
| 1 | Technology | 6.7% |
| 2 | Healthcare | 1.81% |
| 3 | Consumer Discretionary | 1.75% |
| 4 | Consumer Staples | 1.39% |
| 5 | Financials | 0.96% |
