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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.89M
3
+$3.39M
4
TSCO icon
Tractor Supply
TSCO
+$3.31M
5
ANET icon
Arista Networks
ANET
+$3.29M

Top Sells

1
+$6.24M
2
+$3.34M
3
+$3.03M
4
SPG icon
Simon Property Group
SPG
+$2.98M
5
ACN icon
Accenture
ACN
+$2.97M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.46%
3 Industrials 5.56%
4 Communication Services 4.94%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.56%
+3,922
27
$3.02M 1.55%
+10,001
28
$2.98M 1.53%
+6,937
29
$2.94M 1.51%
+10,836
30
$2.93M 1.51%
+23,763
31
$2.93M 1.51%
35,870
+6,130
32
$2.84M 1.46%
5,284
+282
33
$2.61M 1.34%
+5,270
34
$2.58M 1.33%
77,702
+630
35
$2.38M 1.22%
13,247
+1,123
36
$2.23M 1.15%
+31,400
37
$1.87M 0.96%
65,347
-4,732
38
$1.71M 0.88%
42,222
+202
39
$1.55M 0.8%
35,332
+1,298
40
$1.13M 0.58%
4,863
-5
41
$913K 0.47%
+32,954
42
$824K 0.42%
4,104
-146
43
$767K 0.39%
16,926
-829
44
$703K 0.36%
26,927
-4,199
45
$666K 0.34%
9,869
-2,085
46
$588K 0.3%
12,198
-490
47
$582K 0.3%
8,497
-252
48
$570K 0.29%
25,925
-640
49
$551K 0.28%
24,883
+1,324
50
$545K 0.28%
11,234
-4
1
2
3 4