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
$150M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.48M
3
+$2.4M
4
DE icon
Deere & Co
DE
+$2.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.38M

Top Sells

1
+$1.99M
2
+$1.93M
3
+$731K
4
URA icon
Global X Uranium ETF
URA
+$675K
5
DOC
PHYSICIANS REALTY TRUST
DOC
+$340K

Sector Composition

1 Technology 13.97%
2 Industrials 10.47%
3 Consumer Discretionary 7%
4 Healthcare 5.55%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,495
77
– –
-27,891
1 2 3
4