PFA
Paradigm Financial Advisors Portfolio holdings
AUM
$452M
1-Year Return
28.44%
This Quarter Return
+5.2%
1 Year Return
+28.44%
3 Year Return
+112.97%
5 Year Return
+143.41%
10 Year Return
–
AUM
$117M
AUM Growth
+$8.62M
(+7.9%)
Cap. Flow
+$2.94M
Cap. Flow
% of AUM
2.51%
Top 10 Holdings %
Top 10 Hldgs %
38.37%
Holding
267
New
1
Increased
51
Reduced
20
Closed
187
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$778K |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$581K |
| 3 |
Invesco QQQ Trust
QQQ
|
$578K |
| 4 |
Vanguard Growth ETF
VUG
|
$570K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$529K |
Top Sells
| 1 |
Goldman Sachs
GS
|
$858K |
| 2 |
Invesco Financial Preferred ETF
PGF
|
$347K |
| 3 |
Pfizer
PFE
|
$268K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$244K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$214K |
Sector Composition
| 1 | Technology | 11.29% |
| 2 | Industrials | 9.22% |
| 3 | Energy | 7.51% |
| 4 | Financials | 5.69% |
| 5 | Consumer Staples | 5.17% |
