PFA

Peak Financial Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 10.34%
This Quarter Est. Return
1 Year Est. Return
+10.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.95M
3
+$4.96M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$4.49M
5
SJB icon
ProShares Short High Yield
SJB
+$3.57M

Top Sells

1
+$5.35M
2
+$3.04M
3
+$2.14M
4
PCAR icon
PACCAR
PCAR
+$1.58M
5
HR icon
Healthcare Realty
HR
+$1.5M

Sector Composition

1 Consumer Discretionary 4.79%
2 Healthcare 4.29%
3 Energy 3.85%
4 Consumer Staples 3.22%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.23%
+4,835
52
$245K 0.22%
6,392
-519
53
$240K 0.22%
12,899
+752
54
$239K 0.22%
1,374
-293
55
$231K 0.21%
2,689
-1,637
56
$230K 0.21%
1,075
57
$227K 0.21%
+6,718
58
$226K 0.21%
942
-330
59
$226K 0.21%
410
60
$223K 0.2%
+3,990
61
$217K 0.2%
+1,733
62
$203K 0.19%
+6,365
63
$202K 0.18%
+1,840
64
$201K 0.18%
+2,860
65
$201K 0.18%
+4,390
66
$93.2K 0.08%
14,521
67
– –
-9,604
68
– –
-16,412
69
– –
-7,614
70
– –
-71,843
71
– –
-28,286
72
– –
-16,634
73
– –
-28,304
74
– –
-187,693
75
– –
-11,182
1 2
3
4