PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+8.23%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$352M
AUM Growth
+$352M
(+12%)
Cap. Flow
+$34.1M
Cap. Flow
% of AUM
9.71%
Top 10 Holdings %
Top 10 Hldgs %
47.77%
Holding
144
New
13
Increased
24
Reduced
82
Closed
13
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$8.36M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$7.59M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$5.61M |
| 4 |
Vanguard Growth ETF
VUG
|
$5.27M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.86M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Communication Services | 5.05% |
| 3 | Financials | 4.82% |
| 4 | Consumer Discretionary | 2.77% |
| 5 | Consumer Staples | 1.48% |
