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
$158M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.07M
3 +$969K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$866K
5
RXL icon
ProShares Ultra Health Care
RXL
+$772K

Top Sells

1 +$4.06M
2 +$2.75M
3 +$1.86M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$1.77M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.38M

Sector Composition

1 Technology 4.5%
2 Consumer Discretionary 2.39%
3 Real Estate 1.92%
4 Financials 0.82%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,050
102
-900
103
-11,844
104
-1,042