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
$131M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$450K
3
+$432K
4
NVDA icon
NVIDIA
NVDA
+$366K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$350K

Top Sells

1
+$452K
2
+$354K
3
+$284K
4
ROM icon
ProShares Ultra Technology
ROM
+$257K
5
DDM icon
ProShares Ultra Dow30
DDM
+$172K

Sector Composition

1 Technology 6.39%
2 Consumer Discretionary 1.68%
3 Financials 1.03%
4 Healthcare 0.98%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 9.09%
183,742
-4,368
2
$8.56M 6.51%
165,761
-6,852
3
$6.8M 5.17%
80,172
+5,093
4
$6.57M 4.99%
38,541
+557
5
$6.52M 4.96%
121,074
-476
6
$6.15M 4.68%
35,182
+42
7
$5.86M 4.46%
73,202
-2,037
8
$5.69M 4.33%
29,541
-731
9
$5.45M 4.14%
13,306
+818
10
$5.36M 4.08%
100,999
-4,837
11
$5.22M 3.97%
46,482
-1
12
$3.48M 2.65%
43,945
-2,176
13
$3.44M 2.61%
14,486
+1,476
14
$3.27M 2.49%
20,860
-2,884
15
$3.17M 2.41%
17,014
-230
16
$2.67M 2.03%
30,494
-33
17
$2.51M 1.91%
45,452
-1,361
18
$2.49M 1.89%
68,019
-3,862
19
$2.45M 1.87%
5,161
+1,034
20
$2.21M 1.68%
40,207
-2,299
21
$1.9M 1.44%
44,615
-829
22
$1.61M 1.23%
37,268
-792
23
$1.56M 1.18%
117,598
-603
24
$1.42M 1.08%
11,118
-52
25
$1.08M 0.82%
7,083
-562
1
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