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PFP

Paragon Financial Partners Portfolio holdings

AUM $177M
1-Year Est. Return 20.72%
This Fund
S&P 500
This Quarter Est. Return
+10.29%
1 Year Est. Return
+20.72%
3 Year Est. Return
+80.63%
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
Cap. Flow
+$118M
Cap. Flow %
96.94%
Top 10 Hldgs %
61.45%
Holding
86
New
86
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 11.88%
2 Consumer Discretionary 4.44%
3 Consumer Staples 3.98%
4 Communication Services 3.4%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$15.6M 12.84%
+32,907
New +$15.1M
VYM icon
2
Vanguard High Dividend Yield ETF
VYM
$80.6B
$13.7M 11.29%
+122,591
New +$13.3M
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$120B
$11.3M 9.25%
+147,416
New +$10.9M
ETV
4
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.7B
$7.55M 6.2%
+451,093
New +$7.44M
VHT icon
5
Vanguard Health Care ETF
VHT
$18.1B
$6.76M 5.55%
+25,379
New +$6.47M
AAPL icon
6
Apple
AAPL
$4.48T
$4.95M 4.06%
+27,856
New +$4.4M
XLF icon
7
State Street Financial Select Sector SPDR ETF
XLF
$56.6B
$4.47M 3.67%
+114,453
New +$4.5M
NVDA icon
8
NVIDIA
NVDA
$4.78T
$3.83M 3.14%
+130,080
New +$3.58M
XLU icon
9
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$3.35M 2.75%
+93,616
New +$3.16M
MSFT icon
10
Microsoft
MSFT
$3.41T
$3.29M 2.7%
+9,767
New +$3.17M
ITA icon
11
iShares US Aerospace & Defense ETF
ITA
$14B
$2.23M 1.84%
+21,744
New +$2.27M
JPST icon
12
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.99M 1.64%
+39,480
New +$2M
COST icon
13
Costco
COST
$420B
$1.62M 1.33%
+2,850
New +$1.46M
IHI icon
14
iShares US Medical Devices ETF
IHI
$3.09B
$1.6M 1.31%
+24,310
New +$1.56M
BAC icon
15
Bank of America
BAC
$434B
$1.39M 1.14%
+31,126
New +$1.42M
IWD icon
16
iShares Russell 1000 Value ETF
IWD
$81.8B
$1.33M 1.09%
+7,940
New +$1.3M
META icon
17
Meta Platforms (Facebook)
META
$1.4T
$1.22M 1%
+3,628
New +$1.2M
VDE icon
18
Vanguard Energy ETF
VDE
$9.96B
$1.21M 1%
+15,648
New +$1.24M
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.18M 0.97%
+6,890
New +$1.14M
UPS icon
20
United Parcel Service
UPS
$89.1B
$1.14M 0.94%
+5,319
New +$1.08M
MCD icon
21
McDonald's
MCD
$190B
$1.02M 0.83%
+3,789
New +$957K
NFLX icon
22
Netflix
NFLX
$300B
$971K 0.8%
+16,110
New +$1.03M
PM icon
23
Philip Morris
PM
$297B
$926K 0.76%
+9,744
New +$911K
ORLY icon
24
O'Reilly Automotive
ORLY
$72.3B
$918K 0.75%
+19,500
New +$844K
AMZN icon
25
Amazon
AMZN
$2.88T
$884K 0.73%
+5,300
New +$907K

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Paragon Financial Partners's Q4 2021 Portfolio in Review

Q4 2021 is the first quarter with a 13F filing on record for Paragon Financial Partners, which disclosed 86 positions worth $122M. Its ten largest holdings account for 61% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 32,907 shares worth $15.6M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Consumer Discretionary and Consumer Staples.

  • Paragon Financial Partners's largest Q4 2021 buy was State Street SPDR S&P 500 ETF Trust: 32,907 shares worth $15.6M.
  • Paragon Financial Partners's ten largest holdings make up 61% of its $122M portfolio in Q4 2021.
  • Paragon Financial Partners disclosed 86 positions in Q4 2021, its first 13F filing on record.

Based on Paragon Financial Partners's 13F filing for Q4 2021, filed 14 Feb 2022.