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
$110M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$5.35M
2 +$3.04M
3 +$2.14M
4
PCAR icon
PACCAR
PCAR
+$1.58M
5
HR icon
Healthcare Realty
HR
+$1.5M

Sector Composition

1 Consumer Discretionary 4.79%
2 Healthcare 4.29%
3 Energy 3.85%
4 Consumer Staples 3.22%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,412
77
-7,614
78
-71,843