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
76
$158K 0.16%
+2,244
77
$154K 0.15%
+15,590
78
$145K 0.14%
+3,185
79
$137K 0.13%
+1,568
80
$136K 0.13%
+1,363
81
$132K 0.13%
+1,137
82
$131K 0.13%
+4,490
83
$128K 0.13%
+4,930
84
$124K 0.12%
+4,725
85
$124K 0.12%
+24
86
$118K 0.12%
+2,808
87
$117K 0.11%
+2,004
88
$117K 0.11%
+2,146
89
$116K 0.11%
+1,284
90
$115K 0.11%
+1,502
91
$111K 0.11%
+1,688
92
$107K 0.1%
+1,172
93
$104K 0.1%
+1,600
94
$104K 0.1%
+1,451
95
$100K 0.1%
+1,031
96
$98K 0.1%
+6,341
97
$98K 0.1%
+7,206
98
$97K 0.1%
+4,920
99
$96K 0.09%
+4,400
100
$92K 0.09%
+752
2 3
4
5 6