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
$101M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$1.85M
3
+$1.67M
4
XEL icon
Xcel Energy
XEL
+$1.66M
5
HR
Healthcare Realty Trust Incorporated
HR
+$1.59M

Top Sells

1
+$3.75M
2
+$3.66M
3
+$3.21M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.71M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.63M

Sector Composition

1 Real Estate 5.99%
2 Consumer Discretionary 5.56%
3 Healthcare 5.17%
4 Consumer Staples 4.9%
5 Energy 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-14,534
77
– –
-9,585
78
– –
-68,468
79
– –
-858
80
– –
-11,315
81
– –
-29,979
82
– –
-82,467
83
– –
-7,648
84
– –
-15,180
85
– –
-14,105
86
– –
-146,239
87
– –
-130,125
88
– –
-756
89
– –
-44,514
1 2 3
4