PFA

Peak Financial Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 10.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$5.7M
3
+$3.84M
4
WMT icon
Walmart Inc
WMT
+$2.98M
5
FFIV icon
F5
FFIV
+$2.67M

Top Sells

1
+$13M
2
+$9.13M
3
+$4.37M
4
NVDA icon
NVIDIA
NVDA
+$4.32M
5
CTAS icon
Cintas
CTAS
+$3.36M

Sector Composition

1 Technology 10.88%
2 Financials 8.36%
3 Industrials 5.09%
4 Consumer Discretionary 4.78%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$512K 0.26%
15,720
+601
52
$511K 0.26%
63,431
+1,131
53
$508K 0.26%
2,297
+15
54
$508K 0.26%
+1,039
55
$505K 0.26%
+6,775
56
$505K 0.26%
+713
57
$500K 0.26%
+2,965
58
$495K 0.25%
+5,735
59
$493K 0.25%
+2,170
60
$493K 0.25%
+7,356
61
$491K 0.25%
+1,015
62
$489K 0.25%
+18,783
63
$489K 0.25%
+4,551
64
$488K 0.25%
13,465
+1,049
65
$488K 0.25%
20,515
+5,244
66
$487K 0.25%
+1,197
67
$485K 0.25%
11,241
+38
68
$481K 0.25%
3,047
-27,351
69
$480K 0.25%
+2,431
70
$480K 0.25%
+26,228
71
$480K 0.25%
23,899
+1,320
72
$479K 0.25%
13,039
-12,074
73
$476K 0.24%
+3,831
74
$472K 0.24%
+41,880
75
$462K 0.24%
+1,232
1 2
3
4 5