PFA
Plotkin Financial Advisors Portfolio holdings
AUM
$205M
1-Year Est. Return
18.17%
This Fund
S&P 500
1 Year Est. Return
+18.17%
AUM
$205M
AUM Growth
+$2.68M
(+1.3%)
Holding
104
Top Buys
| 1 | +$5.51M | |
| 2 | +$802K | |
| 3 | +$731K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$688K |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$255K |
Top Sells
| 1 | +$8.56M | |
| 2 | +$228K | |
| 3 | +$203K | |
| 4 |
KIO
KKR Income Opportunities Fund
KIO
|
+$163K |
| 5 |
First Trust Capital Strength ETF
FTCS
|
+$160K |
Sector Composition
| 1 | Technology | 8.38% |
| 2 | Communication Services | 1.82% |
| 3 | Financials | 1.69% |
| 4 | Consumer Discretionary | 1.54% |
| 5 | Healthcare | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.29B
| $201K | 0.1% |
3,097
|
|
||
102
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$143M
| – | – |
-7,801
|
|
||
|
KIO
103
KKR Income Opportunities Fund
KIO
$458M
| – | – |
-12,938
|
|
||
104
Abbott
ABT
$192B
| – | – |
-1,512
|
|