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
$119M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.77M
3
+$2.14M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$1.94M
5
PCT icon
PureCycle Technologies
PCT
+$1.94M

Top Sells

1
+$7.24M
2
+$2.75M
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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-17,562
80
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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