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
$163M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.78M
3
+$2.87M
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$2.4M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$2.21M

Top Sells

1
+$5.93M
2
+$3.43M
3
+$2.73M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$2.32M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.93M

Sector Composition

1 Technology 3.39%
2 Real Estate 2.39%
3 Consumer Discretionary 2.07%
4 Financials 1.05%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 10.01%
170,911
-3,602
2
$8.63M 5.28%
71,982
+14,781
3
$8.42M 5.15%
38,588
-6,535
4
$7.9M 4.84%
24,769
-2,573
5
$6.9M 4.22%
100,985
-28,335
6
$6.7M 4.1%
+96,105
7
$6.69M 4.09%
61,754
-1,730
8
$6.18M 3.78%
87,213
-8,222
9
$6.09M 3.72%
145,586
+15,924
10
$5.97M 3.65%
116,794
+5,719
11
$5.7M 3.49%
35,461
-5,525
12
$4.74M 2.9%
38,902
+13,660
13
$4.31M 2.64%
29,323
-1,391
14
$4.25M 2.6%
34,800
+1,499
15
$3.97M 2.43%
124,685
+75,447
16
$3.78M 2.31%
+55,113
17
$3.66M 2.24%
24,803
+19,462
18
$3.41M 2.08%
50,318
+5,263
19
$3.03M 1.85%
59,190
-67,112
20
$2.89M 1.77%
49,260
-46,540
21
$2.86M 1.75%
51,122
+39,626
22
$2.59M 1.59%
56,864
+20,556
23
$2.44M 1.49%
133,484
-28,489
24
$2.28M 1.39%
20,052
-779
25
$2.27M 1.39%
25,602
+22,009
1
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