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
$449M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$3.66M
3
+$1.7M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$1.23M
5
VTV icon
Vanguard Value ETF
VTV
+$1.15M

Top Sells

1
+$4M
2
+$1.88M
3
+$1.87M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.33M
5
AAPL icon
Apple
AAPL
+$1.22M

Sector Composition

1 Technology 19.29%
2 Consumer Discretionary 6.86%
3 Financials 5.94%
4 Communication Services 5.54%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$318K 0.07%
8,091
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17,360
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