PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
-0.63%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(+1.7%)
Cap. Flow
+$6.93M
Cap. Flow
% of AUM
3.09%
Top 10 Holdings %
Top 10 Hldgs %
41.28%
Holding
118
New
5
Increased
54
Reduced
25
Closed
4
Top Buys
| 1 |
Qualcomm
QCOM
|
$1.37M |
| 2 |
Micron Technology
MU
|
$1.34M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$1.23M |
| 4 |
Intel
INTC
|
$797K |
| 5 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$647K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.63M |
| 2 |
Exxon Mobil
XOM
|
$530K |
| 3 |
Boeing
BA
|
$525K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$491K |
| 5 |
Gilead Sciences
GILD
|
$354K |
Sector Composition
| 1 | Technology | 16.43% |
| 2 | Financials | 9.23% |
| 3 | Industrials | 4.81% |
| 4 | Consumer Staples | 3.82% |
| 5 | Energy | 2.95% |
