PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$202M
1-Year Est. Return
18.15%
1 Year Est. Return
+18.15%
AUM
$202M
AUM Growth
+$21M
(+12%)
Holding
104
Top Buys
| 1 | +$685K | |
| 2 | +$683K | |
| 3 | +$570K | |
| 4 |
iShares Morningstar Growth ETF
ILCG
|
+$515K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$488K |
Top Sells
| 1 | +$425K | |
| 2 | +$135K | |
| 3 | +$132K | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$112K |
| 5 |
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
|
+$93.3K |
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 | |
|---|---|---|---|---|---|---|
101
State Street Industrial Select Sector SPDR ETF
XLI
$24.6B
| $200K | 0.1% |
+1,300
|
|
||
102
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.05B
| $200K | 0.1% |
+4,617
|
|
||
103
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.02B
| $199K | 0.1% |
+3,097
|
|
||
|
KIO
104
KKR Income Opportunities Fund
KIO
$483M
| $163K | 0.08% |
12,938
|
|