PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
-13.45%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$215M
AUM Growth
+$215M
(-13%)
Cap. Flow
+$5.63M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
41.37%
Holding
125
New
4
Increased
44
Reduced
47
Closed
8
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$2.37M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.85M |
| 3 |
Alibaba
BABA
|
$1.35M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.28M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.12M |
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.04M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$1.04M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$777K |
| 4 |
Kinder Morgan
KMI
|
$718K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$541K |
Sector Composition
| 1 | Technology | 17.55% |
| 2 | Financials | 8.45% |
| 3 | Industrials | 3.94% |
| 4 | Communication Services | 3.7% |
| 5 | Consumer Staples | 3.27% |
