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
$168M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.86M
2 +$1.16M
3 +$773K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$760K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$582K

Top Sells

1 +$4.8M
2 +$1.75M
3 +$1.37M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.21M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$1.2M

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 2.12%
3 Real Estate 2.04%
4 Financials 1.45%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-981
102
-3,694
103
-2,515
104
-1,103
105
-1,653
106
-32,550