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Peak Financial Advisors’s MSCI MSCI Stock Holding History

Peak Financial Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.47M Sell
4,281
-949
-18% -$547K 1.26% 27
2025
Q1 		$2.96M Buy
+5,230
New +$2.96M 1.51% 22