PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+24.34%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$314M
AUM Growth
+$314M
(+17%)
Cap. Flow
-$12.1M
Cap. Flow
% of AUM
-3.87%
Top 10 Holdings %
Top 10 Hldgs %
41.24%
Holding
140
New
23
Increased
53
Reduced
44
Closed
9
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.42M |
| 2 |
Amazon
AMZN
|
$1.36M |
| 3 |
American Tower
AMT
|
$953K |
| 4 |
Microsoft
MSFT
|
$893K |
| 5 |
lululemon athletica
LULU
|
$792K |
Top Sells
| 1 |
Invesco China Technology ETF
CQQQ
|
$9.51M |
| 2 |
iShares MSCI China ETF
MCHI
|
$7.37M |
| 3 |
Alibaba
BABA
|
$3.06M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$773K |
| 5 |
Ventas
VTR
|
$697K |
Sector Composition
| 1 | Technology | 21.04% |
| 2 | Communication Services | 6.03% |
| 3 | Financials | 5.21% |
| 4 | Consumer Discretionary | 2.84% |
| 5 | Consumer Staples | 1.53% |
