PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+4.42%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+4.7%)
Cap. Flow
+$1.24M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
40.68%
Holding
113
New
7
Increased
47
Reduced
30
Closed
3
Top Buys
| 1 |
Intel
INTC
|
$2.26M |
| 2 |
Cisco
CSCO
|
$1.99M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$404K |
| 4 |
Qualcomm
QCOM
|
$392K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$292K |
Top Sells
| 1 |
American Tower
AMT
|
$5.43M |
| 2 |
Boeing
BA
|
$725K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$356K |
| 4 |
GE Aerospace
GE
|
$285K |
| 5 |
General Motors
GM
|
$261K |
Sector Composition
| 1 | Technology | 13.91% |
| 2 | Financials | 9.76% |
| 3 | Industrials | 6.08% |
| 4 | Consumer Staples | 3.86% |
| 5 | Energy | 3.72% |
