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
$101M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$1.85M
3
+$1.67M
4
XEL icon
Xcel Energy
XEL
+$1.66M
5
HR
Healthcare Realty Trust Incorporated
HR
+$1.59M

Top Sells

1
+$3.75M
2
+$3.66M
3
+$3.21M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.71M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.63M

Sector Composition

1 Real Estate 5.99%
2 Consumer Discretionary 5.56%
3 Healthcare 5.17%
4 Consumer Staples 4.9%
5 Energy 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.36%
8,200
+3,251
27
$1.33M 1.31%
22,989
+1,335
28
$1.31M 1.3%
11,122
+2,399
29
$1.28M 1.27%
+23,820
30
$1.24M 1.23%
5,312
-33
31
$1.13M 1.12%
7,361
-63
32
$1.07M 1.06%
13,752
-29
33
$991K 0.98%
28,002
-328
34
$891K 0.88%
9,397
-57
35
$835K 0.83%
15,054
+5,746
36
$725K 0.72%
5,301
-334
37
$694K 0.69%
8,272
-24
38
$594K 0.59%
7,870
+115
39
$564K 0.56%
11,106
+463
40
$517K 0.51%
5,665
+223
41
$516K 0.51%
24,110
-398
42
$503K 0.5%
21,261
+5,087
43
$455K 0.45%
27,220
44
$435K 0.43%
1,693
-46
45
$405K 0.4%
2,643
+163
46
$404K 0.4%
8,310
-670
47
$401K 0.4%
9,488
-2,635
48
$396K 0.39%
+18,902
49
$379K 0.38%
+12,726
50
$379K 0.38%
9,062
+1,319
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2
3 4