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
$118M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$4.21M
3
+$3.23M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.92M
5
LFST icon
Lifestance Health
LFST
+$2.03M

Top Sells

1
+$11.2M
2
+$7.89M
3
+$2.93M
4
TMUS icon
T-Mobile US
TMUS
+$2.36M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.24M

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 6.13%
3 Healthcare 5.63%
4 Energy 3.33%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,202
77
– –
-24,345
78
– –
-21,585
1 2 3
4