PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+12.81%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$258M
AUM Growth
+$258M
(+20%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
5.93%
Top 10 Holdings %
Top 10 Hldgs %
40.02%
Holding
125
New
9
Increased
54
Reduced
31
Closed
4
Top Buys
| 1 |
iShares MSCI China ETF
MCHI
|
$4.45M |
| 2 |
Netflix
NFLX
|
$2.01M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.09M |
| 4 |
Amazon
AMZN
|
$1.09M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$855K |
Top Sells
| 1 |
Kroger
KR
|
$356K |
| 2 |
Cisco
CSCO
|
$313K |
| 3 |
Ventas
VTR
|
$280K |
| 4 |
Coca-Cola
KO
|
$254K |
| 5 |
Merck
MRK
|
$236K |
Sector Composition
| 1 | Technology | 16.9% |
| 2 | Financials | 7.79% |
| 3 | Communication Services | 5.19% |
| 4 | Industrials | 3.89% |
| 5 | Consumer Staples | 2.62% |
