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
$267M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.32M
3
+$1.28M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$590K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$496K

Top Sells

1
+$2.96M
2
+$2.18M
3
+$1.13M
4
CAT icon
Caterpillar
CAT
+$856K
5
QCOM icon
Qualcomm
QCOM
+$760K

Sector Composition

1 Technology 14.96%
2 Financials 8.38%
3 Communication Services 5.29%
4 Industrials 3.39%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$459K 0.17%
5,472
77
$447K 0.16%
2,979
+48
78
$438K 0.16%
+3,876
79
$429K 0.16%
7,504
-389
80
$418K 0.15%
5,000
81
$414K 0.15%
3,252
-278
82
$389K 0.14%
2,601
83
$378K 0.14%
2,836
-113
84
$376K 0.14%
10,221
-936
85
$364K 0.13%
12,141
-708
86
$349K 0.13%
5,923
-15
87
$335K 0.12%
24,046
88
$333K 0.12%
5,230
-167
89
$317K 0.12%
2,273
-735
90
$315K 0.12%
2,681
+182
91
$294K 0.11%
25,355
-507
92
$286K 0.11%
2,049
-54
93
$284K 0.1%
2,856
-30
94
$278K 0.1%
2,149
95
$274K 0.1%
+14,858
96
$268K 0.1%
3,656
97
$265K 0.1%
+2,518
98
$262K 0.1%
1,280
99
$258K 0.1%
+13,039
100
$256K 0.09%
964
-59
2 3
4
5 6