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
101
– –
-22,142
102
– –
-6,040
103
– –
-18,059
104
– –
-2,998
105
– –
-11,413
106
– –
-153
107
– –
-19,071
108
– –
-20,888
109
– –
-6,567
110
– –
-14,212
111
– –
-740
112
– –
-1,284
113
– –
-5,339
114
– –
-13,240
115
– –
-35,846
1 2 3 4
5