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
$174M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$4.55M
3
+$3.15M
4
HD icon
Home Depot
HD
+$3.03M
5
SPG icon
Simon Property Group
SPG
+$2.98M

Top Sells

1
+$6.47M
2
+$3.27M
3
+$3.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M
5
NOC icon
Northrop Grumman
NOC
+$2.92M

Sector Composition

1 Technology 10.28%
2 Consumer Discretionary 8.41%
3 Industrials 6.79%
4 Healthcare 3.81%
5 Real Estate 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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78
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79
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80
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-789
81
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82
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-7,362
83
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84
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-25,919
85
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-4,880
86
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-296,043
87
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-5,762
88
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-7,516
89
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-4,915
1 2 3
4