PFA
Peak Financial Advisors Portfolio holdings
AUM
$223M
1-Year Est. Return
10.34%
This Fund
S&P 500
1 Year Est. Return
+10.34%
AUM
$208M
AUM Growth
+$13.1M
(+6.7%)
Holding
109
Top Buys
| 1 | +$3.09M | |
| 2 | +$3.01M | |
| 3 | +$2.78M | |
| 4 |
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 |
Motorola Solutions
MSI
|
+$2.53M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
FCTE
101
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$222M
| – | – |
-61,812
|
|
||
102
Snap-on
SNA
$19.8B
| – | – |
-7,822
|
|
||
103
Arista Networks
ANET
$175B
| – | – |
-25,901
|
|
||
104
Brown & Brown
BRO
$24.9B
| – | – |
-22,400
|
|
||
105
Copart
CPRT
$36.8B
| – | – |
-50,277
|
|
||
106
Corteva
CTVA
$51.5B
| – | – |
-6,775
|
|
||
|
CYBR
107
DELISTED
CyberArk
CYBR
| – | – |
-1,197
|
|
||
108
Fair Isaac
FICO
$35B
| – | – |
-1,297
|
|
||
109
Kinsale Capital Group
KNSL
$8.76B
| – | – |
-1,015
|
|