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
151
$34K 0.03%
+721
152
$34K 0.03%
+432
153
$34K 0.03%
+1,000
154
$33K 0.03%
+649
155
$33K 0.03%
+1,410
156
$31K 0.03%
+584
157
$31K 0.03%
+1,002
158
$31K 0.03%
+599
159
$30K 0.03%
+4,129
160
$30K 0.03%
+123
161
$30K 0.03%
+1,106
162
$29K 0.03%
+915
163
$29K 0.03%
+693
164
$27K 0.03%
+620
165
$26K 0.03%
+377
166
$26K 0.03%
+289
167
$26K 0.03%
+200
168
$25K 0.02%
+358
169
$25K 0.02%
+613
170
$25K 0.02%
+1,000
171
$24K 0.02%
+765
172
$23K 0.02%
+267
173
$23K 0.02%
+300
174
$22K 0.02%
+257
175
$22K 0.02%
+125