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
$411M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$8.34M
3 +$6.87M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$3.52M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$2.85M

Sector Composition

1 Technology 19.29%
2 Consumer Discretionary 7.35%
3 Financials 5.82%
4 Communication Services 5.32%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$289K 0.07%
+5,905
152
$279K 0.07%
3,840
153
$278K 0.07%
38,569
154
$277K 0.07%
7,412
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155
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156
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157
$267K 0.06%
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158
$265K 0.06%
16,312
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159
$263K 0.06%
3,656
160
$260K 0.06%
3,427
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161
$260K 0.06%
4,612
162
$260K 0.06%
3,632
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163
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1,975
164
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165
$251K 0.06%
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166
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167
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170
$229K 0.06%
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171
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172
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173
$224K 0.05%
2,020
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174
$220K 0.05%
739
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175
$218K 0.05%
+6,150