PFA

Peak Financial Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.01M
3
+$2.78M
4
KLAC icon
KLA
KLAC
+$2.66M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$2.57M

Top Sells

1
+$2.75M
2
+$2.65M
3
+$2.54M
4
MSI icon
Motorola Solutions
MSI
+$2.53M
5
AAPL icon
Apple
AAPL
+$2.51M

Sector Composition

1 Technology 12.33%
2 Financials 6.9%
3 Consumer Staples 5.63%
4 Industrials 4.59%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$716K 0.34%
9,886
+2,530
52
$706K 0.34%
2,993
+823
53
$704K 0.34%
+3,564
54
$677K 0.32%
23,912
+1
55
$669K 0.32%
3,373
+942
56
$663K 0.32%
10,041
+1
57
$652K 0.31%
6,682
+2,131
58
$640K 0.31%
1,924
+692
59
$626K 0.3%
8,779
-35
60
$616K 0.3%
12,207
61
$601K 0.29%
+1,285
62
$572K 0.27%
718
+5
63
$566K 0.27%
3,050
+41
64
$561K 0.27%
3,006
-41
65
$546K 0.26%
12,987
-52
66
$529K 0.25%
+1,154
67
$525K 0.25%
+20,868
68
$524K 0.25%
9,277
-463
69
$523K 0.25%
+3,593
70
$514K 0.25%
15,765
+45
71
$495K 0.24%
63,700
+269
72
$493K 0.24%
3,983
+162
73
$482K 0.23%
11,324
+83
74
$471K 0.23%
13,359
-106
75
$464K 0.22%
23,980
+81
1 2
3
4 5