PFA

Paradigm Financial Advisors Portfolio holdings

AUM $452M
1-Year Est. Return 28.44%
This Quarter Est. Return
1 Year Est. Return
+28.44%
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
+$6.15M
2
+$4.84M
3
+$4.77M
4
GE icon
GE Aerospace
GE
+$3.7M
5
BAC icon
Bank of America
BAC
+$3.38M

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
51
$394K 0.39%
+7,726
52
$383K 0.38%
+4,803
53
$372K 0.36%
+5,541
54
$363K 0.36%
+20,582
55
$355K 0.35%
+12,229
56
$322K 0.32%
+1,798
57
$292K 0.29%
+5,240
58
$291K 0.29%
+6,508
59
$276K 0.27%
+5,236
60
$274K 0.27%
+1,547
61
$265K 0.26%
+2,319
62
$262K 0.26%
+3,051
63
$257K 0.25%
+6,454
64
$251K 0.25%
+1,855
65
$245K 0.24%
+3,059
66
$241K 0.24%
+6,273
67
$237K 0.23%
+1,399
68
$211K 0.21%
+5,840
69
$210K 0.21%
+4,276
70
$197K 0.19%
+2,812
71
$182K 0.18%
+6,504
72
$176K 0.17%
+20,460
73
$171K 0.17%
+7,080
74
$166K 0.16%
+1,709
75
$158K 0.16%
+7,900
1 2
3
4 5