PFA
Peak Financial Advisors Portfolio holdings
AUM $196M
AUM
$196M
AUM Growth
+$4.18M (+2%)
Cap. Flow
+$37.2M
Cap. Flow % of AUM
18.92%
Top 10 Holdings %Top 10 Hldgs %
49.03%
Holding
87
New
13
Increased
38
Reduced
17
Closed
15
Top Buys
| 1 | $5.84M | |
| 2 | $3.36M | |
| 3 | $3.07M | |
| 4 | $3.06M | |
| 5 | $2.96M |
Top Sells
| 1 | $9.88M | |
| 2 | $1.79M | |
| 3 | $184K | |
| 4 | $124K | |
| 5 | $49.9K |
Sector Composition
| 1 | Technology | 10.75% |
| 2 | Industrials | 8.22% |
| 3 | Financials | 5.02% |
| 4 | Consumer Discretionary | 3.41% |
| 5 | Healthcare | 3.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -14,462 | Closed | – | |||
| $0 | 0% | 0 -4,591 | Closed | – | |||
| $0 | 0% | 0 -3,738 | Closed | – | |||
| $0 | 0% | 0 -1,620 | Closed | – | |||
| $0 | 0% | 0 -6,264 | Closed | – | |||
| $0 | 0% | 0 -5,410 | Closed | – | |||
| $0 | 0% | 0 -859 | Closed | – | |||
| $0 | 0% | 0 -23,936 | Closed | – | |||
| $0 | 0% | 0 -27,460 | Closed | – | |||
| $0 | 0% | 0 -23,620 | Closed | – | |||
| $0 | 0% | 0 -30,260 | Closed | – | |||
| $0 | 0% | 0 -11,180 | Closed | – |
