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
$130M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.04M
3
+$5.83M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.15M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.09M

Top Sells

1
+$9.15M
2
+$7.66M
3
+$7.54M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.56M
5
GIL icon
Gildan
GIL
+$2.09M

Sector Composition

1 Financials 8.34%
2 Real Estate 7.94%
3 Consumer Discretionary 6.33%
4 Healthcare 6.01%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.34%
+2,573
52
$446K 0.34%
1,461
53
$446K 0.34%
17,439
-33,114
54
$437K 0.34%
+17,466
55
$404K 0.31%
45,704
+5,545
56
$375K 0.29%
1,115
+330
57
$375K 0.29%
53,917
+11,521
58
$356K 0.27%
+4,817
59
$353K 0.27%
+9,754
60
$330K 0.25%
4,238
-68
61
$300K 0.23%
5,690
-1,814
62
$299K 0.23%
448
63
$272K 0.21%
771
-1,047
64
$266K 0.21%
2,814
-43
65
$241K 0.19%
5,881
-4,179
66
$234K 0.18%
+3,467
67
$230K 0.18%
+5,304
68
$229K 0.18%
+551
69
$220K 0.17%
+4,906
70
$220K 0.17%
+5,227
71
$212K 0.16%
+7,200
72
$212K 0.16%
+843
73
$208K 0.16%
+6,563
74
$184K 0.14%
+13,027
75
$179K 0.14%
7,978
+1,371
1 2
3
4