PFA

Peak Financial Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.01M
3
+$2.78M
4
KLAC icon
KLA
KLAC
+$2.66M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$2.57M

Top Sells

1
+$2.75M
2
+$2.65M
3
+$2.54M
4
MSI icon
Motorola Solutions
MSI
+$2.53M
5
AAPL icon
Apple
AAPL
+$2.51M

Sector Composition

1 Technology 12.33%
2 Financials 6.9%
3 Consumer Staples 5.63%
4 Industrials 4.59%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.15%
+7,006
27
$2.35M 1.13%
+14,501
28
$2.34M 1.12%
+10,200
29
$2.31M 1.11%
+7,868
30
$2.19M 1.05%
+8,727
31
$2.15M 1.03%
+16,987
32
$2.13M 1.02%
7,393
-195
33
$2.07M 1%
+8,456
34
$2.04M 0.98%
+2,637
35
$1.97M 0.95%
41,423
-23,159
36
$1.43M 0.69%
26,553
+14,288
37
$1.37M 0.66%
18,222
+3,413
38
$1.18M 0.57%
4,647
-11,130
39
$1.13M 0.54%
11,427
-1,305
40
$1.06M 0.51%
6,357
+1,511
41
$870K 0.42%
5,767
+1,403
42
$868K 0.42%
3,952
+987
43
$865K 0.42%
35,639
+9,411
44
$836K 0.4%
+24,538
45
$823K 0.4%
+9,152
46
$779K 0.37%
1,435
+396
47
$735K 0.35%
4,389
+2,012
48
$726K 0.35%
26,212
+7,429
49
$724K 0.35%
25,643
-1
50
$721K 0.35%
2,919
+186
1
2
3 4 5