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
$196M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$3.36M
3
+$3.07M
4
WAT icon
Waters Corp
WAT
+$3.06M
5
APH icon
Amphenol
APH
+$2.96M

Top Sells

1
+$9.88M
2
+$3.67M
3
+$3.2M
4
BRO icon
Brown & Brown
BRO
+$3.04M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.04M

Sector Composition

1 Technology 10.75%
2 Industrials 8.22%
3 Financials 5.02%
4 Consumer Discretionary 3.41%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.46%
10,625
-71
27
$2.83M 1.44%
8,390
+239
28
$2.82M 1.43%
+20,888
29
$2.79M 1.42%
18,059
-1,187
30
$2.73M 1.39%
+30,658
31
$2.71M 1.38%
29,584
+5,207
32
$2.67M 1.36%
+19,071
33
$2.48M 1.26%
+22,142
34
$2.38M 1.21%
77,253
+557
35
$2.32M 1.18%
13,569
+117
36
$2.24M 1.14%
28,880
+396
37
$1.98M 1.01%
22,509
-20,333
38
$1.67M 0.85%
17,923
-534
39
$1.67M 0.85%
21,230
-17
40
$1.63M 0.83%
8,450
+4,339
41
$1.51M 0.77%
65,770
+491
42
$1.28M 0.65%
13,240
+552
43
$1.11M 0.56%
153
+2
44
$876K 0.45%
34,894
-823
45
$844K 0.43%
16,937
+80
46
$766K 0.39%
11,644
-150,303
47
$761K 0.39%
25,113
48
$711K 0.36%
25,140
-1,013
49
$684K 0.35%
23,970
+1
50
$677K 0.34%
6,040
+100
1
2
3 4