PFA

Plotkin Financial Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.29M
3
+$3.65M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.29M
5
ROM icon
ProShares Ultra Technology
ROM
+$3.07M

Top Sells

1
+$7.95M
2
+$4.66M
3
+$4.08M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$3.14M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$2.66M

Sector Composition

1 Technology 3.29%
2 Real Estate 2.15%
3 Consumer Discretionary 1.75%
4 Financials 1.08%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,320
102
– –
-2,770
1 2 3 4
5