12/31/2018
Top Buys
- Name% Change
- IJH iShares Trust - Cor... 2.374%
- VZ Verizon Communications 1.803%
- BRK.B Berkshire Hathaway ... 1.791%
- MA Mastercard Inc 1.765%
- ADBE Adobe Systems, Inc. 1.667%
12/31/2018
Top Sells
- Name% Change
12/31/2018
13F Holdings Summary
- Stock% Port
- IJH iShares Trust - Core S&P Mi... 2.3736%
- VZ Verizon Communications 1.8033%
- BRK.B Berkshire Hathaway Inc Class B 1.7911%
- MA Mastercard Inc 1.765%
- ADBE Adobe Systems, Inc. 1.6667%
12/31/2018
13F Sector Allocation Over Time
Fund Metrics
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Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
| Performance for Q4 2018: | Not ready yet |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
PARADIGM FINANCIAL PARTNERS, LLC315 POST ROAD WEST
WESTPORT CT 06880
Country: United States
Business Phone: (203) 221-3085
Fax: (203) 221-3087
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | DE |
| Number of employees: | 14 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | |
| Total Number of Clients: | 0 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
