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
$117M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$581K
3
+$578K
4
VUG icon
Vanguard Growth ETF
VUG
+$570K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$529K

Top Sells

1
+$858K
2
+$347K
3
+$268K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$244K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$214K

Sector Composition

1 Technology 11.29%
2 Industrials 9.22%
3 Energy 7.51%
4 Financials 5.69%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.17%
2,910
+316
77
$197K 0.17%
11,481
+5,140
78
$165K 0.14%
15,590
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