PFA

Paradigm Financial Advisors Portfolio holdings

AUM $452M
1-Year Est. Return 28.44%
This Quarter Est. Return
1 Year Est. Return
+28.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$4.84M
3
+$4.77M
4
GE icon
GE Aerospace
GE
+$3.7M
5
BAC icon
Bank of America
BAC
+$3.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.69%
2 Industrials 9.49%
3 Energy 7.65%
4 Financials 6.73%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$51K 0.05%
+1,335
127
$51K 0.05%
+760
128
$49K 0.05%
+924
129
$48K 0.05%
+1,710
130
$48K 0.05%
+1,234
131
$48K 0.05%
+495
132
$48K 0.05%
+350
133
$46K 0.05%
+448
134
$45K 0.04%
+1,535
135
$45K 0.04%
+835
136
$45K 0.04%
+974
137
$44K 0.04%
+1,410
138
$43K 0.04%
+1,340
139
$42K 0.04%
+788
140
$42K 0.04%
+940
141
$41K 0.04%
+849
142
$41K 0.04%
+823
143
$39K 0.04%
+1,100
144
$39K 0.04%
+2,220
145
$38K 0.04%
+1,547
146
$38K 0.04%
+800
147
$37K 0.04%
+886
148
$36K 0.04%
+2,606
149
$36K 0.04%
+434
150
$35K 0.03%
+1,315
4 5
6
7 8