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
$127M
AUM Growth
+$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$22.4M
2 +$5.63M
3 +$4.71M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.7M
5
THO icon
Thor Industries
THO
+$1.18M

Sector Composition

1 Consumer Discretionary 6.71%
2 Technology 5.65%
3 Healthcare 5.62%
4 Industrials 4.16%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-216,017
77
-7,084
78
-2,939
79
-447,503