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
$192M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.2M
3
+$3.04M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.04M
5
TT icon
Trane Technologies
TT
+$3.01M

Top Sells

1
+$3.39M
2
+$3.31M
3
+$3.13M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
DECK icon
Deckers Outdoor
DECK
+$3.07M

Sector Composition

1 Technology 8.47%
2 Communication Services 5.58%
3 Industrials 4.96%
4 Consumer Staples 4.09%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.46%
31,560
+160
27
$2.78M 1.45%
23,936
+173
28
$2.4M 1.25%
+24,377
29
$2.4M 1.25%
13,452
+205
30
$2.37M 1.23%
76,696
-1,006
31
$2.34M 1.22%
42,643
-46,663
32
$1.75M 0.91%
65,279
-68
33
$1.61M 0.84%
42,494
+272
34
$1.58M 0.82%
36,914
+1,582
35
$1.56M 0.81%
+3,201
36
$1.33M 0.69%
+12,688
37
$1.31M 0.68%
+14,462
38
$1.24M 0.64%
+151
39
$1.21M 0.63%
4,591
-5,410
40
$1.12M 0.58%
+3,738
41
$1.09M 0.56%
6,678
-9,149
42
$1.05M 0.55%
859
-1,221
43
$1.02M 0.53%
1,620
-2,302
44
$926K 0.48%
35,717
+2,763
45
$865K 0.45%
4,111
+7
46
$815K 0.42%
16,857
-69
47
$714K 0.37%
25,113
-1,814
48
$657K 0.34%
23,969
-239
49
$618K 0.32%
8,363
-134
50
$596K 0.31%
26,153
+228
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