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
$252M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.16M
3
+$1.08M
4
UBER icon
Uber
UBER
+$924K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$805K

Top Sells

1
+$3.01M
2
+$1.86M
3
+$1.43M
4
CME icon
CME Group
CME
+$1.32M
5
HDS
HD Supply Holdings, Inc.
HDS
+$1.29M

Sector Composition

1 Technology 15.57%
2 Financials 7.23%
3 Communication Services 5.36%
4 Industrials 3.13%
5 Energy 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
0
127
– –
-32,102
128
– –
-5,344
129
– –
-6,780
130
– –
-791
2 3 4 5
6