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
$220M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$785K
3
+$508K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$473K
5
INTC icon
Intel
INTC
+$325K

Top Sells

1
+$1.09M
2
+$342K
3
+$272K
4
BA icon
Boeing
BA
+$231K
5
ORCL icon
Oracle
ORCL
+$220K

Sector Composition

1 Technology 14.89%
2 Financials 10.06%
3 Industrials 5.07%
4 Consumer Staples 4.16%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$744K 0.34%
5,216
-715
52
$691K 0.31%
5,101
53
$667K 0.3%
9,498
+81
54
$656K 0.3%
34,621
-200
55
$613K 0.28%
12,000
56
$601K 0.27%
6,542
-300
57
$589K 0.27%
6,141
58
$565K 0.26%
4,548
59
$563K 0.26%
9,804
-925
60
$560K 0.25%
10,720
61
$531K 0.24%
6,215
62
$531K 0.24%
2,411
63
$508K 0.23%
+8,396
64
$505K 0.23%
21,939
-424
65
$497K 0.23%
8,426
66
$495K 0.22%
10,505
+96
67
$484K 0.22%
13,650
+547
68
$463K 0.21%
890
-48
69
$445K 0.2%
8,420
-766
70
$439K 0.2%
10,700
-2,500
71
$434K 0.2%
2,465
72
$428K 0.19%
3,065
+408
73
$417K 0.19%
7,140
74
$415K 0.19%
5,744
-684
75
$409K 0.19%
28,334
-500
1 2
3
4 5