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
$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
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112
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114
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-6,567
115
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5