PFA

Paradigm Financial Advisors Portfolio holdings

AUM $452M
1-Year Est. Return 28.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.5M
3
+$16M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$13.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12.6M

Top Sells

1
+$8.16M
2
+$7.58M
3
+$5.55M
4
AAPL icon
Apple
AAPL
+$5.37M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.13M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$116K 0.03%
12,936
-19,352
127
$114K 0.03%
10,715
128
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129
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130
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131
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0
132
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135
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138
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141
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-5,018
142
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-2,627
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