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
$167M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.12M
3
+$715K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$490K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$366K

Top Sells

1
+$394K
2
+$324K
3
+$308K
4
DDM icon
ProShares Ultra Dow30
DDM
+$284K
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$233K

Sector Composition

1 Technology 7.76%
2 Consumer Discretionary 1.7%
3 Healthcare 1.54%
4 Financials 1.42%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.16%
7,304
77
$275K 0.16%
1,303
+100
78
$269K 0.16%
6,143
-1,277
79
$254K 0.15%
1,699
80
$251K 0.15%
6,191
81
$248K 0.15%
2,266
82
$243K 0.15%
2,644
83
$233K 0.14%
10,305
84
$226K 0.14%
+857
85
$226K 0.14%
+3,770
86
$219K 0.13%
+2,872
87
$213K 0.13%
+403
88
$206K 0.12%
+829
89
$191K 0.11%
12,938
90
$97.5K 0.06%
3,067
91
– –
-5,503
92
– –
-3,167
1 2 3
4