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
$208M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.01M
3
+$2.78M
4
KLAC icon
KLA
KLAC
+$2.66M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$2.57M

Top Sells

1
+$2.75M
2
+$2.65M
3
+$2.54M
4
MSI icon
Motorola Solutions
MSI
+$2.53M
5
AAPL icon
Apple
AAPL
+$2.51M

Sector Composition

1 Technology 12.33%
2 Financials 6.9%
3 Consumer Staples 5.63%
4 Industrials 4.59%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.22%
2,374
+77
77
$418K 0.2%
17,442
-3,073
78
$412K 0.2%
12,248
+771
79
$401K 0.19%
13,272
+382
80
$395K 0.19%
5,045
-4,866
81
$377K 0.18%
804
82
$280K 0.13%
10,824
+1,526
83
$232K 0.11%
912
84
$219K 0.11%
695
85
$64.3K 0.03%
14,521
86
– –
-25,901
87
– –
-22,400
88
– –
-50,277
89
– –
-1,197
90
– –
-7,822
91
– –
-61,812
92
– –
-5,570
93
– –
-7,079
94
– –
-2,821
95
– –
-7,368
96
– –
-3,831
97
– –
-41,880
98
– –
-16,059
99
– –
-28,143
100
– –
-6,029
1 2 3
4
5