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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$481K
3
+$383K
4
MCO icon
Moody's
MCO
+$285K
5
PANW icon
Palo Alto Networks
PANW
+$230K

Top Sells

1
+$350K
2
+$344K
3
+$250K
4
NSC icon
Norfolk Southern
NSC
+$211K
5
AMD icon
Advanced Micro Devices
AMD
+$210K

Sector Composition

1 Technology 7.54%
2 Consumer Discretionary 1.73%
3 Healthcare 1.71%
4 Consumer Staples 1.38%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.16%
1,203
-25
77
$239K 0.15%
7,304
78
$233K 0.15%
3,167
79
$233K 0.15%
2,644
80
$233K 0.15%
2,278
-446
81
$230K 0.15%
+1,358
82
$224K 0.14%
1,699
83
$220K 0.14%
10,305
84
$214K 0.14%
6,191
85
$177K 0.11%
12,938
86
$107K 0.07%
3,067
87
– –
-1,165
88
– –
-829
89
– –
-7,064
90
– –
-3,665
91
– –
-818
92
– –
-1,373
1 2 3
4