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PFA

Plotkin Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 19.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$640K
3
+$569K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$496K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$466K

Top Sells

1
+$419K
2
+$132K
3
+$132K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$111K
5
TJUL icon
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
+$92.3K

Sector Composition

1 Technology 8.64%
2 Financials 1.64%
3 Consumer Discretionary 1.64%
4 Communication Services 1.5%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.15%
2,266
77
$296K 0.15%
+5,800
78
$279K 0.14%
6,191
79
$277K 0.14%
5,971
-627
80
$272K 0.13%
5,278
81
$262K 0.13%
+5,165
82
$254K 0.13%
2,644
83
$252K 0.12%
3,428
84
$249K 0.12%
829
85
$247K 0.12%
2,395
-41
86
$246K 0.12%
7,173
87
$240K 0.12%
359
88
$235K 0.12%
+4,740
89
$234K 0.12%
2,583
90
$234K 0.12%
2,042
91
$234K 0.12%
5,315
92
$230K 0.11%
10,305
93
$228K 0.11%
7,801
-3,186
94
$226K 0.11%
+371
95
$221K 0.11%
+666
96
$219K 0.11%
4,250
-300
97
$219K 0.11%
4,065
98
$210K 0.1%
+1,297
99
$206K 0.1%
+1,084
100
$203K 0.1%
1,512
1 2 3
4
5