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
$119M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.83M
3
+$2.12M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$2.1M
5
DDS icon
Dillards
DDS
+$2.07M

Top Sells

1
+$7.24M
2
+$2.62M
3
+$2.62M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.28M
5
FCN icon
FTI Consulting
FCN
+$1.96M

Sector Composition

1 Consumer Discretionary 9.79%
2 Technology 4.91%
3 Energy 4.72%
4 Industrials 4.6%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.4%
+112,226
27
$1.62M 1.37%
52,964
-28,978
28
$1.5M 1.27%
+44,192
29
$1.46M 1.23%
36,354
-45,144
30
$1.39M 1.17%
9,499
-5,598
31
$1.36M 1.15%
+10,854
32
$1.33M 1.13%
+76,721
33
$1.33M 1.12%
+21,917
34
$1.28M 1.08%
+10,787
35
$1.28M 1.08%
+26,053
36
$1.25M 1.06%
121,880
-4,066
37
$1.25M 1.05%
14,035
-15,964
38
$950K 0.8%
9,983
-4,789
39
$912K 0.77%
+3,978
40
$779K 0.66%
8,242
-1,620
41
$738K 0.62%
21,458
+8,573
42
$694K 0.59%
5,783
-1,358
43
$684K 0.58%
5,602
-38
44
$600K 0.51%
+16,654
45
$534K 0.45%
4,934
-218
46
$532K 0.45%
37,220
+2,000
47
$524K 0.44%
7,322
+2,658
48
$497K 0.42%
+13,436
49
$488K 0.41%
12,379
+6,858
50
$430K 0.36%
9,280
-1,780
1
2
3 4