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

Top Buys

1
+$7.58M
2
+$7.55M
3
+$4.91M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.71M
5
SJB icon
ProShares Short High Yield
SJB
+$3.61M

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
– –
-52,117
77
– –
-41,938
78
– –
-9,604
1 2 3
4