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
$195M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.93M
3
+$3.4M
4
WMT icon
Walmart Inc
WMT
+$2.9M
5
UNH icon
UnitedHealth
UNH
+$2.82M

Top Sells

1
+$13M
2
+$9.13M
3
+$4.35M
4
NVDA icon
NVIDIA
NVDA
+$3.44M
5
CTAS icon
Cintas
CTAS
+$3.36M

Sector Composition

1 Technology 10.88%
2 Financials 8.36%
3 Industrials 5.09%
4 Consumer Discretionary 4.78%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$460K 0.24%
+3,009
77
$451K 0.23%
+3,821
78
$446K 0.23%
+794
79
$414K 0.21%
+2,377
80
$412K 0.21%
12,890
+912
81
$341K 0.17%
804
-85
82
$327K 0.17%
+11,477
83
$238K 0.12%
+9,298
84
$236K 0.12%
+912
85
$209K 0.11%
+16,059
86
$201K 0.1%
+695
87
$54.5K 0.03%
14,521
88
– –
-13,569
89
– –
-6,478
90
– –
-42,460
91
– –
-29,584
92
– –
-13,271
93
– –
-502,384
94
– –
-8,390
95
– –
-9,704
96
– –
-45,194
97
– –
-3,624
98
– –
-528,745
99
– –
-24,643
100
– –
-16,328
1 2 3
4
5