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
$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
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