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

Top Buys

1 +$2.78M
2 +$2.76M
3 +$2.72M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$2.65M
5
CPAY icon
Corpay
CPAY
+$2.61M

Top Sells

1 +$1.99M
2 +$1.89M
3 +$726K
4
URA icon
Global X Uranium ETF
URA
+$681K
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