PFA

Peak Financial Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 10.34%
This Quarter Est. Return
1 Year Est. Return
+10.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.14M
3
+$2.93M
4
MCO icon
Moody's
MCO
+$2.89M
5
UNH icon
UnitedHealth
UNH
+$2.85M

Top Sells

1
+$6.11M
2
+$5.32M
3
+$3.27M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.98M
5
ZTS icon
Zoetis
ZTS
+$2.78M

Sector Composition

1 Technology 14.84%
2 Healthcare 7.28%
3 Consumer Discretionary 7.15%
4 Financials 5.44%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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88
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