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
$195M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.06M
3
+$443K
4
MON
Monsanto Co
MON
+$391K
5
VUG icon
Vanguard Growth ETF
VUG
+$327K

Top Sells

1
+$2.07M
2
+$1.43M
3
+$328K
4
GE icon
GE Aerospace
GE
+$300K
5
AAPL icon
Apple
AAPL
+$293K

Sector Composition

1 Technology 11.79%
2 Financials 9.52%
3 Industrials 7.67%
4 Real Estate 4.54%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.11%
+1,810
102
$174K 0.09%
11,978
103
$167K 0.09%
11,300
104
$135K 0.07%
25,000
105
$30K 0.02%
20,000
106
– –
-41,017
107
– –
-3,307
108
– –
-2,340
1 2 3 4
5