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
$192M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.2M
3
+$3.04M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.04M
5
TT icon
Trane Technologies
TT
+$3.01M

Top Sells

1
+$3.39M
2
+$3.31M
3
+$3.13M
4
SNPS icon
Synopsys
SNPS
+$3.09M
5
DECK icon
Deckers Outdoor
DECK
+$3.07M

Sector Composition

1 Technology 8.47%
2 Communication Services 5.58%
3 Industrials 4.96%
4 Consumer Staples 4.09%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.3%
25,291
+408
52
$549K 0.29%
5,940
-91
53
$531K 0.28%
5,488
54
$523K 0.27%
12,335
+138
55
$520K 0.27%
9,952
+32
56
$500K 0.26%
9,588
+310
57
$493K 0.26%
5,239
+51
58
$466K 0.24%
61,179
+31
59
$461K 0.24%
11,276
+42
60
$454K 0.24%
11,968
-230
61
$444K 0.23%
15,199
+299
62
$434K 0.23%
3,229
+118
63
$426K 0.22%
22,485
+220
64
$420K 0.22%
12,415
+356
65
$419K 0.22%
2,282
-36
66
$411K 0.21%
3,458
67
$366K 0.19%
912
-89
68
$349K 0.18%
14,864
-235
69
$324K 0.17%
768
-6,989
70
$293K 0.15%
1,284
71
$284K 0.15%
+6,984
72
$279K 0.15%
11,180
+3,052
73
$181K 0.09%
10,685
-16,711
74
$58.2K 0.03%
14,521
75
– –
-19,254
1 2
3
4