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
$174M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$4.55M
3
+$3.15M
4
HD icon
Home Depot
HD
+$3.03M
5
SPG icon
Simon Property Group
SPG
+$2.98M

Top Sells

1
+$6.47M
2
+$3.27M
3
+$3.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M
5
NOC icon
Northrop Grumman
NOC
+$2.92M

Sector Composition

1 Technology 10.28%
2 Consumer Discretionary 8.41%
3 Industrials 6.79%
4 Healthcare 3.81%
5 Real Estate 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$470K 0.27%
5,488
52
$470K 0.27%
2,418
-6
53
$455K 0.26%
31,126
+2,921
54
$439K 0.25%
12,340
+79
55
$435K 0.25%
12,076
+984
56
$426K 0.24%
14,885
+571
57
$426K 0.24%
25,867
+1,160
58
$418K 0.24%
8,630
+1,979
59
$415K 0.24%
6,045
+459
60
$414K 0.24%
+21,882
61
$405K 0.23%
57,493
+9,182
62
$402K 0.23%
+5,125
63
$385K 0.22%
3,118
-322
64
$378K 0.22%
+3,168
65
$358K 0.21%
981
-15
66
$347K 0.2%
776
-7,325
67
$338K 0.19%
3,342
-3,503
68
$331K 0.19%
14,232
+483
69
$291K 0.17%
1,284
70
$286K 0.16%
+11,415
71
$204K 0.12%
369
-22
72
$56.2K 0.03%
14,521
73
– –
-9,944
74
– –
-53,012
75
– –
-10,943
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3
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