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
$123M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.87M
3
+$822K
4
GILD icon
Gilead Sciences
GILD
+$775K
5
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$677K

Top Sells

1
+$2.53M
2
+$1.32M
3
+$950K
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$938K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$725K

Sector Composition

1 Technology 10.16%
2 Industrials 7.97%
3 Financials 6.98%
4 Energy 5.68%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.17%
+1,250
77
– –
-40,936
78
– –
-5,926
79
– –
-31,732
80
– –
-41,332
81
– –
-13,131
82
– –
-27,087
1 2 3
4