PFA

Peak Financial Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 5.65%
This Quarter Est. Return
1 Year Est. Return
+5.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$3.36M
3
+$3.07M
4
WAT icon
Waters Corp
WAT
+$3.06M
5
APH icon
Amphenol
APH
+$2.96M

Top Sells

1
+$9.88M
2
+$3.67M
3
+$3.2M
4
BRO icon
Brown & Brown
BRO
+$3.04M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.04M

Sector Composition

1 Technology 10.75%
2 Industrials 8.22%
3 Financials 5.02%
4 Consumer Discretionary 3.41%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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