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
$220M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$785K
3
+$508K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$473K
5
INTC icon
Intel
INTC
+$325K

Top Sells

1
+$1.09M
2
+$342K
3
+$272K
4
BA icon
Boeing
BA
+$231K
5
ORCL icon
Oracle
ORCL
+$220K

Sector Composition

1 Technology 14.89%
2 Financials 10.06%
3 Industrials 5.07%
4 Consumer Staples 4.16%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$217K 0.1%
7,080
102
$208K 0.09%
11,098
-487
103
$204K 0.09%
12,588
104
$202K 0.09%
11,695
105
$201K 0.09%
+22,760
106
$147K 0.07%
10,000
107
$49K 0.02%
20,000
108
– –
0
109
– –
-2,090
110
– –
-1,662
111
– –
-4,568
1 2 3 4
5