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
$107M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$648K
3
+$556K
4
NVDA icon
NVIDIA
NVDA
+$268K
5
USD icon
ProShares Ultra Semiconductors
USD
+$210K

Top Sells

1
+$303K
2
+$218K
3
+$204K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$200K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$179K

Sector Composition

1 Technology 6.64%
2 Consumer Discretionary 1.66%
3 Healthcare 0.96%
4 Communication Services 0.77%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.82M 8.21%
175,745
-6,031
2
$8.19M 7.62%
182,599
-2,830
3
$5.79M 5.38%
79,353
-1,741
4
$5.65M 5.26%
36,717
-524
5
$5.55M 5.17%
129,914
-3,558
6
$5.37M 5%
32,581
+140
7
$5.03M 4.68%
38,208
-1,518
8
$4.83M 4.49%
49,318
-1,232
9
$3.77M 3.51%
108,493
-719
10
$3.69M 3.43%
26,511
-864
11
$3.66M 3.41%
11,419
-245
12
$3.07M 2.85%
48,098
13
$3.04M 2.83%
41,194
+7,537
14
$2.74M 2.55%
13,403
-878
15
$2.68M 2.5%
75,644
+1,630
16
$2.67M 2.48%
18,053
-713
17
$2.37M 2.21%
43,454
+14,130
18
$2.13M 1.98%
50,463
-2,118
19
$2.06M 1.91%
30,718
-1,587
20
$1.72M 1.6%
45,830
-3,986
21
$1.58M 1.47%
42,335
-3,508
22
$1.26M 1.17%
3,079
+68
23
$1.17M 1.09%
11,170
-811
24
$978K 0.91%
78,441
+1,915
25
$903K 0.84%
30,438
+21,849
1
2 3