PFP

Paragon Financial Partners Portfolio holdings

AUM $158M
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.26M
3 +$329K
4
DIS icon
Walt Disney
DIS
+$248K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$230K

Top Sells

1 +$235K
2 +$33.7K
3 +$29K
4
EXC icon
Exelon
EXC
+$18.7K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$17.6K

Sector Composition

1 Technology 18.72%
2 Consumer Discretionary 4.74%
3 Consumer Staples 3.91%
4 Communication Services 3.84%
5 Financials 1.93%