PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+7.16%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+8.3%)
Cap. Flow
+$3.5M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
42.9%
Holding
122
New
7
Increased
49
Reduced
37
Closed
–
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.11M |
| 2 |
Micron Technology
MU
|
$905K |
| 3 |
Caterpillar
CAT
|
$734K |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$535K |
| 5 |
Qualcomm
QCOM
|
$510K |
Top Sells
| 1 |
GE Aerospace
GE
|
$657K |
| 2 |
Kroger
KR
|
$421K |
| 3 |
Apple
AAPL
|
$358K |
| 4 |
Chevron
CVX
|
$303K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$294K |
Sector Composition
| 1 | Technology | 19.38% |
| 2 | Financials | 8.39% |
| 3 | Industrials | 4.17% |
| 4 | Communication Services | 3.13% |
| 5 | Consumer Staples | 2.98% |
