PA

Paragon Advisors Portfolio holdings

AUM $383M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$8.61M
3 +$8.49M
4
TSM icon
TSMC
TSM
+$7.14M
5
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$5.33M

Sector Composition

1 Technology 16.05%
2 Financials 4.78%
3 Healthcare 4.65%
4 Communication Services 4%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-51,056
77
-17,649