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
$110M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.95M
3
+$4.96M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$4.49M
5
SJB icon
ProShares Short High Yield
SJB
+$3.57M

Top Sells

1
+$5.35M
2
+$3.04M
3
+$2.14M
4
PCAR icon
PACCAR
PCAR
+$1.58M
5
HR icon
Healthcare Realty
HR
+$1.5M

Sector Composition

1 Consumer Discretionary 4.79%
2 Healthcare 4.29%
3 Energy 3.85%
4 Consumer Staples 3.22%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.28%
16,095
-2,001
27
$1.4M 1.28%
15,977
-521
28
$1.39M 1.27%
27,210
+1,145
29
$1.37M 1.25%
17,963
-4,487
30
$1.29M 1.17%
15,347
-6,120
31
$1.27M 1.15%
5,839
-5,112
32
$1.21M 1.1%
5,214
+55
33
$1.1M 1%
+4,181
34
$671K 0.61%
5,161
-124
35
$649K 0.59%
8,626
36
$517K 0.47%
32,970
+5,750
37
$484K 0.44%
5,701
38
$447K 0.41%
5,332
+688
39
$372K 0.34%
8,260
+2,072
40
$366K 0.33%
+7,472
41
$346K 0.32%
2,284
42
$323K 0.29%
8,202
-1,057
43
$315K 0.29%
17,125
-2,091
44
$295K 0.27%
1,824
-955
45
$295K 0.27%
6,443
-699
46
$287K 0.26%
8,861
-889
47
$282K 0.26%
15,491
-1,074
48
$275K 0.25%
10,615
-430
49
$263K 0.24%
6,734
-589
50
$252K 0.23%
+2,100
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