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
1
$17.9M 9.92%
169,223
-1,688
2
$8.42M 4.66%
23,750
-1,019
3
$7.42M 4.1%
30,302
-8,286
4
$7.37M 4.08%
61,650
-104
5
$7.27M 4.02%
96,202
+8,989
6
$7.02M 3.88%
95,786
-319
7
$6.67M 3.69%
142,644
-2,942
8
$6.17M 3.41%
103,094
+51,972
9
$6.01M 3.32%
34,650
-811
10
$5.52M 3.05%
92,536
+33,346
11
$4.98M 2.76%
37,990
-912
12
$4.8M 2.65%
+83,417
13
$4.74M 2.62%
30,591
+1,268
14
$4.59M 2.54%
33,511
-1,289
15
$4.39M 2.43%
+60,946
16
$4.35M 2.41%
65,076
+14,758
17
$3.98M 2.2%
64,348
+60,036
18
$3.71M 2.05%
16,181
+14,633
19
$3.48M 1.93%
+72,322
20
$3.24M 1.79%
52,968
-3,896
21
$2.94M 1.63%
67,418
+23,575
22
$2.87M 1.59%
36,735
-64,250
23
$2.42M 1.34%
10,840
+1,392
24
$2.26M 1.25%
18,217
-1,835
25
$2M 1.11%
37,000
-79,794
1
2 3 4 5