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
$183M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.86M
3
+$1.54M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.16M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$786K
4
AMT icon
American Tower
AMT
+$397K
5
ORCL icon
Oracle
ORCL
+$233K

Sector Composition

1 Technology 10.62%
2 Financials 9.57%
3 Industrials 9.03%
4 Real Estate 4.39%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-32,012
102
– –
-2,448
103
– –
-16,508
104
– –
-5,934
105
– –
-31,431
106
– –
-3,656
1 2 3 4
5