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
$352M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$18M
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
+$12.7M

Top Sells

1
+$8.36M
2
+$7.59M
3
+$5.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.61M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.27M

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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0
129
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-3,619
130
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-11,600
131
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132
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133
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135
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137
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138
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139
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0
140
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141
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142
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2 3 4 5
6