PFA

Peak Financial Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 10.34%
This Quarter Est. Return
1 Year Est. Return
+10.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$4.55M
3
+$3.15M
4
HD icon
Home Depot
HD
+$3.03M
5
SPG icon
Simon Property Group
SPG
+$2.98M

Top Sells

1
+$6.47M
2
+$3.27M
3
+$3.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M
5
NOC icon
Northrop Grumman
NOC
+$2.92M

Sector Composition

1 Technology 10.28%
2 Consumer Discretionary 8.41%
3 Industrials 6.79%
4 Healthcare 3.81%
5 Real Estate 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.57%
77,072
-3,418
27
$2.73M 1.57%
19,382
+654
28
$2.71M 1.56%
+5,002
29
$2.69M 1.54%
27,370
+2,343
30
$2.66M 1.53%
+2,946
31
$2.64M 1.52%
+84,124
32
$2.59M 1.49%
8,677
+242
33
$2.57M 1.47%
15,102
+403
34
$2.42M 1.39%
9,202
+227
35
$2.07M 1.19%
+12,124
36
$2.03M 1.16%
70,079
+3,016
37
$1.55M 0.89%
+34,034
38
$1.52M 0.87%
+11,526
39
$1.43M 0.82%
+42,020
40
$1.03M 0.59%
4,868
-15,032
41
$838K 0.48%
4,250
+175
42
$765K 0.44%
11,954
+1,726
43
$730K 0.42%
+17,755
44
$523K 0.3%
12,688
+360
45
$516K 0.3%
23,559
-252
46
$508K 0.29%
26,565
+196
47
$497K 0.29%
8,749
+34
48
$487K 0.28%
24,496
+241
49
$479K 0.27%
11,238
+32
50
$477K 0.27%
10,475
+85
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