PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+3.97%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$267M
AUM Growth
+$267M
(+3.6%)
Cap. Flow
-$215K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
40.58%
Holding
128
New
9
Increased
36
Reduced
54
Closed
3
Top Buys
| 1 |
Cheniere Energy
LNG
|
$1.54M |
| 2 |
CME Group
CME
|
$1.32M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.28M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$590K |
| 5 |
iShares MSCI China ETF
MCHI
|
$496K |
Top Sells
| 1 |
Cisco
CSCO
|
$2.96M |
| 2 |
Intel
INTC
|
$2.18M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$1.13M |
| 4 |
Caterpillar
CAT
|
$856K |
| 5 |
Qualcomm
QCOM
|
$760K |
Sector Composition
| 1 | Technology | 14.96% |
| 2 | Financials | 8.38% |
| 3 | Communication Services | 5.29% |
| 4 | Industrials | 3.39% |
| 5 | Consumer Staples | 2.7% |
