PFA
Peak Financial Advisors Portfolio holdings
AUM
$195M
1-Year Return
4.86%
This Quarter Return
+20.05%
1 Year Return
+4.86%
3 Year Return
+25.54%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.94%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 9.17% |
| 2 | Healthcare | 5.34% |
| 3 | Industrials | 4.43% |
| 4 | Materials | 4.18% |
| 5 | Communication Services | 3.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Thermo Fisher Scientific
TMO
$184B
| $300K | 0.26% |
+644
| New | +$300K |
|
52
Valero Energy
VLO
$48.6B
| $264K | 0.23% |
+4,664
| New | +$264K |
|
53
Microsoft
MSFT
$3.77T
| $208K | 0.18% |
+934
| New | +$208K |
|
54
Schwab International Small-Cap Equity ETF
SCHC
$4.76B
| $208K | 0.18% |
+5,521
| New | +$208K |
|