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

Top Buys

1
+$6.2M
2
+$4.55M
3
+$3.04M
4
HD icon
Home Depot
HD
+$3M
5
ACN icon
Accenture
ACN
+$3M

Top Sells

1
+$6.47M
2
+$3.09M
3
+$3.09M
4
NOC icon
Northrop Grumman
NOC
+$2.92M
5
MCO icon
Moody's
MCO
+$2.89M

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
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81
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83
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84
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85
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86
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87
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88
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-10,943
89
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-11,666
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4