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
$117M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.34M
3
+$5.06M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.95M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.66M

Top Sells

1
+$12.9M
2
+$8.41M
3
+$8.36M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$6.51M
5
IRM icon
Iron Mountain
IRM
+$4.03M

Sector Composition

1 Consumer Discretionary 7.54%
2 Energy 5.28%
3 Real Estate 4.54%
4 Healthcare 4.48%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.17%
15,180
+2,347
77
$82K 0.07%
12,100
-3,000
78
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-14,206
79
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80
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81
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82
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-4,817
83
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-53,712
84
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85
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88
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1 2 3
4
5