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
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.62B
| – | – |
-16,059
|
|
||
102
Roivant Sciences
ROIV
$14.7B
| – | – |
-41,880
|
|
||
103
Snap-on
SNA
$18B
| – | – |
-7,822
|
|
||
104
Twilio
TWLO
$19B
| – | – |
-3,831
|
|
||
105
UnitedHealth
UNH
$302B
| – | – |
-7,368
|
|
||
106
Vistra
VST
$59.7B
| – | – |
-2,821
|
|
||
107
Waters Corp
WAT
$23.6B
| – | – |
-7,079
|
|
||
108
State Street Communication Services Select Sector SPDR ETF
XLC
$26.3B
| – | – |
-5,570
|
|
||
|
FCTE
109
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$249M
| – | – |
-61,812
|
|