PFA

Plotkin Financial Advisors Portfolio holdings

AUM $181M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
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 +$4.8M
2 +$4.39M
3 +$3.71M
4
ROM icon
ProShares Ultra Technology
ROM
+$3.48M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.36M

Top Sells

1 +$8.92M
2 +$5.01M
3 +$4.32M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$3.38M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$2.79M

Sector Composition

1 Technology 3.29%
2 Real Estate 2.26%
3 Consumer Discretionary 1.75%
4 Financials 1.19%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$24.1K 0.01%
+13
102
$13.7K 0.01%
900
103
-2,770
104
-6,320