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
$127M
AUM Growth
+$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$6.32M
3
+$5.37M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.07M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$4.01M

Top Sells

1
+$22.4M
2
+$5.63M
3
+$4.71M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.7M
5
THO icon
Thor Industries
THO
+$1.18M

Sector Composition

1 Consumer Discretionary 6.71%
2 Technology 5.65%
3 Healthcare 5.62%
4 Industrials 4.16%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.57%
+35,359
27
$1.96M 1.54%
57,692
+3,077
28
$1.92M 1.51%
88,483
+598
29
$1.9M 1.5%
17,413
+2,006
30
$1.87M 1.46%
133,336
+27,384
31
$1.78M 1.4%
63,244
-5,890
32
$1.75M 1.37%
8,541
+2,892
33
$1.7M 1.33%
4,985
-2,298
34
$1.59M 1.25%
7,147
+700
35
$1.43M 1.13%
+7,739
36
$1.21M 0.95%
21,843
-66,877
37
$1.14M 0.89%
+9,288
38
$566K 0.44%
10,870
+1,436
39
$538K 0.42%
5,612
-86
40
$468K 0.37%
32,970
41
$428K 0.34%
+18,754
42
$407K 0.32%
+4,379
43
$404K 0.32%
10,879
+4,021
44
$403K 0.32%
+15,877
45
$384K 0.3%
4,735
+1,262
46
$382K 0.3%
8,441
+2,492
47
$381K 0.3%
17,557
+5,487
48
$374K 0.29%
23,469
+6,814
49
$351K 0.28%
+1,809
50
$349K 0.27%
3,365
-45,407
1
2
3 4