PFA

Peak Financial Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 5.65%
This Quarter Est. Return
1 Year Est. Return
+5.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$9.13M
3
+$7.33M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$7.24M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$5.46M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 9.17%
2 Healthcare 6.55%
3 Materials 4.18%
4 Communication Services 3.9%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.91M 8.53%
+354,182
2
$9.13M 7.87%
+479,409
3
$7.33M 6.31%
+362,829
4
$7.24M 6.24%
+62,463
5
$5.46M 4.71%
+170,186
6
$4.52M 3.89%
+59,202
7
$4.23M 3.65%
+25,980
8
$3.81M 3.28%
+179,815
9
$3.17M 2.73%
+81,498
10
$3.16M 2.73%
+207,297
11
$2.8M 2.41%
+29,999
12
$2.62M 2.26%
+14,308
13
$2.52M 2.17%
+17,202
14
$2.29M 1.98%
+81,942
15
$2.28M 1.97%
+29,741
16
$2.23M 1.92%
+15,097
17
$2.02M 1.74%
+38,055
18
$1.96M 1.69%
+17,562
19
$1.92M 1.65%
+18,934
20
$1.91M 1.64%
+162,074
21
$1.86M 1.61%
+395,520
22
$1.84M 1.59%
+44,610
23
$1.79M 1.54%
+21,981
24
$1.77M 1.53%
+81,664
25
$1.76M 1.51%
+4,660
1
2 3