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
$133M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$671K
3
+$528K
4
VB icon
Vanguard Small-Cap ETF
VB
+$388K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$358K

Top Sells

1
+$1.84M
2
+$576K
3
+$325K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$321K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$204K

Sector Composition

1 Technology 9.25%
2 Industrials 8.49%
3 Financials 6.72%
4 Consumer Staples 4.82%
5 Energy 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.21%
1,565
-20
77
$257K 0.19%
5,835
-1,296
78
$246K 0.19%
3,672
79
$215K 0.16%
6,395
-317
80
$205K 0.15%
+9,755
81
$151K 0.11%
14,668
82
$0 ﹤0.01%
+20,000
1 2 3
4