PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
This Quarter Return
+5.71%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+7.4%)
Cap. Flow
+$3.31M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
52.99%
Holding
92
New
6
Increased
20
Reduced
36
Closed
2
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.84M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.12M |
| 3 |
Invesco QQQ Trust
QQQ
|
$715K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$490K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$366K |
Top Sells
Sector Composition
| 1 | Technology | 7.76% |
| 2 | Consumer Discretionary | 1.7% |
| 3 | Healthcare | 1.54% |
| 4 | Financials | 1.42% |
| 5 | Consumer Staples | 1.38% |
