PFA

Peak Financial Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 5.65%
This Quarter Est. Return
1 Year Est. Return
+5.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.83M
3
+$2.12M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$2.1M
5
DDS icon
Dillards
DDS
+$2.07M

Top Sells

1
+$7.24M
2
+$2.62M
3
+$2.62M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.28M
5
FCN icon
FTI Consulting
FCN
+$1.96M

Sector Composition

1 Consumer Discretionary 9.79%
2 Technology 4.91%
3 Energy 4.72%
4 Industrials 4.6%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-17,562
80
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-10,413
81
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-62,463
82
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-38,557
83
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-4,660
84
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-6,323
1 2 3
4