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
$198M
AUM Growth
+$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$776K
2 +$705K
3 +$633K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$468K
5
VTR icon
Ventas
VTR
+$316K

Sector Composition

1 Technology 11.67%
2 Financials 9.45%
3 Industrials 6.52%
4 Real Estate 4.96%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$165K 0.08%
11,788
+488
102
$136K 0.07%
22,000
-3,000
103
$34K 0.02%
20,000
104
0
105
-1,528
106
-7,149
107
-1,810
108
-5,406
109
-1,625