PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+2.19%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(-36%)
Cap. Flow
+$126K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
95
New
5
Increased
36
Reduced
33
Closed
5
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$490K |
| 2 |
Apple
AAPL
|
$395K |
| 3 |
Invesco QQQ Trust
QQQ
|
$356K |
| 4 |
Qualcomm
QCOM
|
$317K |
| 5 |
Gilead Sciences
GILD
|
$283K |
Top Sells
| 1 |
PepsiCo
PEP
|
$1.34M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$761K |
| 3 |
iShares Currency Hedged MSCI Japan ETF
HEWJ
|
$714K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$230K |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$229K |
Sector Composition
| 1 | Technology | 10.2% |
| 2 | Industrials | 9.43% |
| 3 | Financials | 7.59% |
| 4 | Consumer Staples | 5.09% |
| 5 | Energy | 4.62% |
