We are live on
!
Find out more
PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$199M
1-Year Est. Return
19.26%
This Fund
S&P 500
1 Year Est. Return
+19.26%
AUM
$199M
AUM Growth
-$5.86M
(-2.9%)
Holding
105
Top Buys
| 1 | +$1.13M | |
| 2 | +$506K | |
| 3 | +$461K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$430K |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$238K |
Top Sells
| 1 | +$360K | |
| 2 | +$255K | |
| 3 | +$225K | |
| 4 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$205K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$204K |
Sector Composition
| 1 | Technology | 7.86% |
| 2 | Communication Services | 1.76% |
| 3 | Financials | 1.52% |
| 4 | Healthcare | 1.45% |
| 5 | Consumer Discretionary | 1.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.59B
| – | – |
-3,097
|
|
||
|
102
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.43B
| – | – |
-4,617
|
|
||
103
Phillips Edison & Co
PECO
$5.26B
| – | – |
-7,173
|
|
||
|
PLYM
104
DELISTED
Plymouth Industrial REIT
PLYM
| – | – |
-10,305
|
|
||
|
105
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
| – | – |
-1,063
|
|