PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+2.12%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$258M
AUM Growth
+$258M
(+62%)
Cap. Flow
+$9M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
62.54%
Holding
92
New
9
Increased
34
Reduced
41
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$7.2M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$844K |
| 3 |
Visa
V
|
$765K |
| 4 |
Vanguard Energy ETF
VDE
|
$757K |
| 5 |
Bank of America
BAC
|
$500K |
Top Sells
| 1 |
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
|
$2.92M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.01M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$620K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$322K |
| 5 |
Vanguard Growth ETF
VUG
|
$231K |
Sector Composition
| 1 | Technology | 43.7% |
| 2 | Industrials | 6.1% |
| 3 | Financials | 4.74% |
| 4 | Consumer Staples | 3.71% |
| 5 | Energy | 2.61% |
