PAM

Paradigm Asset Management Portfolio holdings

AUM $433M
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$244K
3
+$216K
4
XOM icon
Exxon Mobil
XOM
+$214K
5
PFE icon
Pfizer
PFE
+$193K

Top Sells

1
+$181K
2
+$156K
3
+$132K
4
TER icon
Teradyne
TER
+$122K
5
CASY icon
Casey's General Stores
CASY
+$113K

Sector Composition

1 Financials 18.31%
2 Healthcare 9.65%
3 Technology 7.51%
4 Consumer Staples 6.81%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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