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
176
$22K 0.02%
+1,345
177
$21K 0.02%
+400
178
$19K 0.02%
+414
179
$19K 0.02%
+56
180
$19K 0.02%
+300
181
$18K 0.02%
+507
182
$18K 0.02%
+175
183
$17K 0.02%
+1,140
184
$17K 0.02%
+167
185
$16K 0.02%
+228
186
$16K 0.02%
+206
187
$16K 0.02%
+140
188
$16K 0.02%
+320
189
$16K 0.02%
+138
190
$16K 0.02%
+493
191
$15K 0.01%
+400
192
$15K 0.01%
+287
193
$15K 0.01%
+273
194
$15K 0.01%
+415
195
$15K 0.01%
+9,558
196
$13K 0.01%
+160
197
$12K 0.01%
+362
198
$12K 0.01%
+400
199
$12K 0.01%
+119
200
$12K 0.01%
+450