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
$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 Healthcare 5.44%
3 Technology 4.91%
4 Energy 4.72%
5 Materials 3.73%
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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-14,308
80
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-30,508
81
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-29,741
82
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-10,429
83
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-21,981
84
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-19,177
1 2 3
4