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
$116M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.91M
3
+$2.98M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.12M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.11M

Top Sells

1
+$8.46M
2
+$6.4M
3
+$4.97M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.67M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$2.58M

Sector Composition

1 Consumer Discretionary 8.51%
2 Energy 5.97%
3 Financials 4.75%
4 Healthcare 4.14%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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79
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80
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81
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82
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83
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84
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85
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-8,435
86
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-16,654
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