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
$114M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$2.75M
3
+$2.56M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.97M
5
DGX icon
Quest Diagnostics
DGX
+$1.83M

Top Sells

1
+$9.05M
2
+$2.98M
3
+$2.78M
4
EXP icon
Eagle Materials
EXP
+$1.79M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Sector Composition

1 Consumer Discretionary 8.01%
2 Real Estate 5.86%
3 Healthcare 5.44%
4 Financials 5.19%
5 Technology 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-327,516
77
– –
-1,337
78
– –
-13,128
79
– –
-45,953
80
– –
-5,848
81
– –
-11,047
82
– –
-8,362
83
– –
-6,606
84
– –
-29,784
1 2 3
4