PFA

Peak Financial Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 10.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.34%
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
+$9.94M
2
+$2.85M
3
+$2.66M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.03M
5
DGX icon
Quest Diagnostics
DGX
+$1.85M

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
– –
-13,128
77
– –
-45,953
78
– –
-5,848
79
– –
-4,799
80
– –
-11,047
81
– –
-8,362
82
– –
-6,606
83
– –
-59,568
84
– –
-81,464
1 2 3
4