PFA

Peak Financial Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$5.79M
3
+$3.28M
4
AMAT icon
Applied Materials
AMAT
+$3.25M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.24M

Top Sells

1
+$6.24M
2
+$3.34M
3
+$3.03M
4
SPG icon
Simon Property Group
SPG
+$2.98M
5
ACN icon
Accenture
ACN
+$2.97M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.46%
3 Industrials 5.56%
4 Communication Services 4.94%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-14,018
77
– –
-27,370
78
– –
-12,748
79
– –
-19,382
80
– –
-84,124
81
– –
-8,791
82
– –
-256,871
83
– –
-3,342
84
– –
-3,684
85
– –
-11,526
86
– –
-15,143
87
– –
-8,677
88
– –
-19,633
89
– –
-4,310
90
– –
-9,202
91
– –
-10,667
92
– –
-950
93
– –
-15,102
1 2 3
4