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
$208M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.01M
3
+$2.78M
4
KLAC icon
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
MSI icon
Motorola Solutions
MSI
+$2.53M
5
AAPL icon
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
101
– –
-4,281
102
– –
-18,052
103
– –
-10,934
104
– –
-1,015
105
– –
-1,297
106
– –
-6,775
107
– –
-605
108
– –
-5,735
109
– –
-6,908
1 2 3 4
5