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
$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
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85
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89
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-8,488
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4