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
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.91M
3
+$2.98M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.12M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.11M

Top Sells

1
+$8.46M
2
+$6.4M
3
+$4.97M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.67M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$2.58M

Sector Composition

1 Consumer Discretionary 8.51%
2 Energy 5.97%
3 Financials 4.75%
4 Healthcare 4.14%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.47%
+35,710
27
$1.67M 1.44%
70,718
+4,587
28
$1.63M 1.4%
9,676
+177
29
$1.6M 1.38%
29,784
+3,731
30
$1.6M 1.38%
11,047
+193
31
$1.5M 1.29%
16,207
+2,172
32
$1.35M 1.16%
81,464
+4,743
33
$1.34M 1.16%
128,118
+6,238
34
$1.21M 1.04%
+31,217
35
$1.2M 1.04%
+14,366
36
$973K 0.84%
4,025
+47
37
$849K 0.73%
8,394
-1,589
38
$834K 0.72%
8,362
+120
39
$772K 0.66%
5,636
+34
40
$743K 0.64%
20,911
-547
41
$611K 0.53%
9,096
+5,629
42
$583K 0.5%
5,178
+244
43
$580K 0.5%
37,220
44
$558K 0.48%
+9,805
45
$547K 0.47%
1,818
+304
46
$514K 0.44%
12,356
-23
47
$510K 0.44%
12,058
-1,378
48
$490K 0.42%
6,274
-1,048
49
$468K 0.4%
5,848
+475
50
$440K 0.38%
3,363
-2,420
1
2
3 4