PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$181M
This Quarter Return
+1.94%
1 Year Return
+15.47%
3 Year Return
+79.74%
5 Year Return
+107.96%
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(+0.83%)
Cap. Flow
+$117K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
53.16%
Holding
94
New
4
Increased
18
Reduced
39
Closed
3
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.09M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$349K |
| 3 |
ProShares Ultra Semiconductors
USD
|
$269K |
| 4 |
Palo Alto Networks
PANW
|
$253K |
| 5 |
Arista Networks
ANET
|
$229K |
Top Sells
| 1 |
FT Vest US Equity Buffer ETF January
FJAN
|
$418K |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$392K |
| 3 |
FT Vest US Equity Buffer ETF December
FDEC
|
$269K |
| 4 |
ProShares Ultra S&P500
SSO
|
$260K |
| 5 |
Northrop Grumman
NOC
|
$213K |
Sector Composition
| 1 | Technology | 8.24% |
| 2 | Consumer Discretionary | 1.79% |
| 3 | Financials | 1.5% |
| 4 | Consumer Staples | 1.42% |
| 5 | Healthcare | 1.31% |
