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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.89M
3
+$3.39M
4
TSCO icon
Tractor Supply
TSCO
+$3.31M
5
ANET icon
Arista Networks
ANET
+$3.29M

Top Sells

1
+$6.24M
2
+$3.34M
3
+$3.03M
4
SPG icon
Simon Property Group
SPG
+$2.98M
5
ACN icon
Accenture
ACN
+$2.97M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.46%
3 Industrials 5.56%
4 Communication Services 4.94%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.28%
2,318
-100
52
$535K 0.28%
24,208
-288
53
$506K 0.26%
9,920
-555
54
$506K 0.26%
6,031
-14
55
$499K 0.26%
5,188
+63
56
$497K 0.26%
27,396
+1,529
57
$496K 0.26%
14,900
+15
58
$496K 0.26%
5,488
59
$495K 0.25%
12,197
-143
60
$488K 0.25%
3,458
+290
61
$471K 0.24%
12,059
-17
62
$464K 0.24%
61,148
+3,655
63
$454K 0.23%
22,265
+383
64
$437K 0.22%
9,278
+648
65
$378K 0.19%
3,111
-7
66
$376K 0.19%
1,001
+20
67
$363K 0.19%
15,099
+867
68
$355K 0.18%
+2,308
69
$316K 0.16%
1,284
70
$228K 0.12%
369
71
$212K 0.11%
8,128
-3,287
72
$209K 0.11%
+1,024
73
$202K 0.1%
+772
74
$58.5K 0.03%
14,521
75
– –
-4,310
1 2
3
4