PFA

Paradigm Financial Advisors Portfolio holdings

AUM $452M
1-Year Est. Return 28.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.64M
3
+$4.62M
4
GE icon
GE Aerospace
GE
+$3.47M
5
BAC icon
Bank of America
BAC
+$3.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.69%
2 Industrials 9.49%
3 Energy 7.65%
4 Financials 6.73%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
+200
227
$5K ﹤0.01%
+250
228
$4K ﹤0.01%
+450
229
$4K ﹤0.01%
+260
230
$4K ﹤0.01%
+540
231
$4K ﹤0.01%
+107
232
$4K ﹤0.01%
+194
233
$4K ﹤0.01%
+45
234
$3K ﹤0.01%
+50
235
$3K ﹤0.01%
+300
236
$3K ﹤0.01%
+151
237
$3K ﹤0.01%
+200
238
$3K ﹤0.01%
+10
239
$3K ﹤0.01%
+295
240
$2K ﹤0.01%
+38
241
$2K ﹤0.01%
+66
242
$2K ﹤0.01%
+62
243
$2K ﹤0.01%
+16
244
$2K ﹤0.01%
+25
245
$2K ﹤0.01%
+30
246
$2K ﹤0.01%
+21
247
$2K ﹤0.01%
+200
248
$2K ﹤0.01%
+22
249
$1K ﹤0.01%
+99
250
$1K ﹤0.01%
+22
7 8 9
10
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