PFA
Peak Financial Advisors Portfolio holdings
AUM
$208M
1-Year Est. Return
5.65%
1 Year Est. Return
+5.65%
AUM
$208M
AUM Growth
+$13.1M
(+6.7%)
Holding
109
Top Buys
| 1 | +$3.32M | |
| 2 | +$3.11M | |
| 3 | +$3.08M | |
| 4 |
Mastercard
MA
|
+$2.75M |
| 5 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$2.57M |
Top Sells
| 1 | +$2.83M | |
| 2 | +$2.75M | |
| 3 | +$2.65M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$2.54M |
| 5 |
Motorola Solutions
MSI
|
+$2.53M |
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 | |
|---|---|---|---|---|---|---|
101
Fair Isaac
FICO
$38.9B
| – | – |
-1,297
|
|
||
102
CyberArk
CYBR
$25.3B
| – | – |
-1,197
|
|
||
103
Corteva
CTVA
$42.1B
| – | – |
-6,775
|
|
||
104
Copart
CPRT
$43.3B
| – | – |
-50,277
|
|
||
105
Brown & Brown
BRO
$28.9B
| – | – |
-22,400
|
|
||
106
AutoZone
AZO
$66.1B
| – | – |
-605
|
|
||
107
ATI
ATI
$11.2B
| – | – |
-5,735
|
|
||
108
Aon
AON
$74.2B
| – | – |
-6,908
|
|
||
109
Arista Networks
ANET
$184B
| – | – |
-25,901
|
|