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
$267M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$2.96M
2 +$2.18M
3 +$1.13M
4
CAT icon
Caterpillar
CAT
+$856K
5
QCOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0