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
$164M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.14M
3
+$2.93M
4
MCO icon
Moody's
MCO
+$2.89M
5
UNH icon
UnitedHealth
UNH
+$2.85M

Top Sells

1
+$6.11M
2
+$5.32M
3
+$3.27M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.98M
5
ZTS icon
Zoetis
ZTS
+$2.78M

Sector Composition

1 Technology 14.84%
2 Healthcare 7.28%
3 Consumer Discretionary 7.15%
4 Financials 5.44%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 1.72%
+9,944
27
$2.82M 1.72%
+13,786
28
$2.8M 1.71%
+25,027
29
$2.79M 1.7%
+4,880
30
$2.75M 1.67%
11,666
+2,159
31
$2.72M 1.66%
+25,919
32
$2.7M 1.64%
+14,699
33
$2.66M 1.62%
3,636
-476
34
$2.5M 1.53%
+8,975
35
$2.4M 1.46%
53,012
+7,043
36
$2.31M 1.41%
81,183
+5,525
37
$1.93M 1.18%
67,063
+886
38
$792K 0.48%
+6,845
39
$783K 0.48%
3,758
-175
40
$744K 0.45%
4,075
+95
41
$726K 0.44%
+4,915
42
$630K 0.38%
10,943
-68
43
$629K 0.38%
10,228
-3,326
44
$573K 0.35%
23,811
+112
45
$495K 0.3%
8,715
+245
46
$483K 0.29%
12,328
+210
47
$479K 0.29%
2,424
+34
48
$479K 0.29%
11,206
+28
49
$464K 0.28%
26,369
-87
50
$453K 0.28%
10,390
+32
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