PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
1-Year Return
28.44%
This Quarter Return
+8.43%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$452M
AUM Growth
+$18.5M
(+4.3%)
Cap. Flow
-$8.08M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
35.19%
Holding
245
New
18
Increased
61
Reduced
85
Closed
21
Top Buys
| 1 |
Carnival Corp
CCL
|
$1.82M |
| 2 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
$1.03M |
| 3 |
Lucid Motors
LCID
|
$1.03M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$933K |
| 5 |
SAVE
Spirit Airlines, Inc.
SAVE
|
$751K |
Top Sells
| 1 |
iShares US Consumer Staples ETF
IYK
|
$3.98M |
| 2 |
Micron Technology
MU
|
$2.44M |
| 3 |
Snap
SNAP
|
$1.84M |
| 4 |
Apple
AAPL
|
$1.38M |
| 5 |
Charter Communications
CHTR
|
$1.21M |
Sector Composition
| 1 | Technology | 21.69% |
| 2 | Consumer Discretionary | 8.11% |
| 3 | Financials | 6.07% |
| 4 | Communication Services | 5.03% |
| 5 | Healthcare | 4.01% |
