PCMN

Paradigm Capital Management (Nevada) Portfolio holdings

AUM $101M
1-Year Est. Return 12.19%
This Quarter Est. Return
1 Year Est. Return
+12.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$9.73M
3
+$7.46M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.23M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.01%
2 Healthcare 8.96%
3 Communication Services 6.44%
4 Energy 5.86%
5 Technology 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.26%
+3,016
52
$274K 0.26%
+5,153
53
$227K 0.22%
+3,500
54
$224K 0.21%
+1,640
55
$221K 0.21%
+3,914
56
$214K 0.21%
+3,500
57
$203K 0.19%
+1,676
58
$113K 0.11%
+10,000
1 2
3