PFA

Peak Financial Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 10.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$5.7M
3
+$3.84M
4
WMT icon
Walmart Inc
WMT
+$2.98M
5
FFIV icon
F5
FFIV
+$2.67M

Top Sells

1
+$13M
2
+$9.13M
3
+$4.37M
4
NVDA icon
NVIDIA
NVDA
+$4.32M
5
CTAS icon
Cintas
CTAS
+$3.36M

Sector Composition

1 Technology 10.88%
2 Financials 8.36%
3 Industrials 5.09%
4 Consumer Discretionary 4.78%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.27%
7,079
-1,213
27
$2.47M 1.26%
4,281
-949
28
$2.47M 1.26%
+50,277
29
$2.46M 1.26%
+6,908
30
$2.43M 1.25%
+7,822
31
$2.39M 1.22%
+10,934
32
$2.37M 1.21%
1,297
-263
33
$2.3M 1.18%
+7,368
34
$2.25M 1.15%
+605
35
$1.64M 0.84%
61,812
+26,918
36
$1.19M 0.61%
12,732
-9,777
37
$1.02M 0.52%
+14,809
38
$742K 0.38%
25,644
+504
39
$720K 0.37%
9,911
-1,733
40
$703K 0.36%
23,911
-59
41
$642K 0.33%
12,265
-4,672
42
$621K 0.32%
2,733
-5,717
43
$605K 0.31%
5,570
+5
44
$597K 0.31%
+4,846
45
$589K 0.3%
10,040
-26
46
$560K 0.29%
+4,364
47
$555K 0.28%
9,740
-25
48
$553K 0.28%
12,207
-41
49
$549K 0.28%
8,814
+247
50
$547K 0.28%
+2,821
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