PFA

Peak Financial Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 5.65%
This Quarter Est. Return
1 Year Est. Return
+5.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$9.13M
3
+$7.33M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$7.24M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$5.46M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 9.17%
2 Healthcare 6.55%
3 Materials 4.18%
4 Communication Services 3.9%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.47%
+38,557
27
$1.68M 1.45%
+41,816
28
$1.63M 1.41%
+4,824
29
$1.59M 1.37%
+24,102
30
$1.58M 1.36%
+43,302
31
$1.58M 1.36%
+10,429
32
$1.55M 1.33%
+16,636
33
$1.54M 1.33%
+6,323
34
$1.4M 1.21%
+30,508
35
$1.4M 1.2%
+125,946
36
$1.34M 1.15%
+14,772
37
$1.18M 1.02%
+13,480
38
$889K 0.77%
+7,141
39
$770K 0.66%
+9,862
40
$748K 0.64%
+5,640
41
$713K 0.61%
+19,177
42
$708K 0.61%
+35,220
43
$706K 0.61%
+3,000
44
$552K 0.48%
+5,152
45
$484K 0.42%
+11,060
46
$436K 0.38%
+12,885
47
$399K 0.34%
+6,900
48
$342K 0.29%
+1,420
49
$314K 0.27%
+10,413
50
$311K 0.27%
+1,348
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