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Home > Institutional Investor > Paradigm Financial Partners, Llc > Profile

Instuitional Investor - Paradigm Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Paradigm Financial Partners, Llc
Portfolio Value $412,310,767
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spotify Technology S.a.
 SPOT 96,611 $18,154,173 4.4%
2.
Microsoft Corp
 MSFT 37,926 $14,261,731 3.45%
3.
Apple Inc.
 AAPL 72,081 $13,877,743 3.36%
4.
Ishares Tr
 151,597 $11,732,092 2.84%
5.
Ishares Tr
 269,413 $11,374,617 2.75%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)