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
$110M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.95M
3
+$4.96M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$4.49M
5
SJB icon
ProShares Short High Yield
SJB
+$3.57M

Top Sells

1
+$5.35M
2
+$3.04M
3
+$2.14M
4
PCAR icon
PACCAR
PCAR
+$1.58M
5
HR icon
Healthcare Realty
HR
+$1.5M

Sector Composition

1 Consumer Discretionary 4.79%
2 Healthcare 4.29%
3 Energy 3.85%
4 Consumer Staples 3.22%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 10.24%
138,479
+93,430
2
$7.89M 7.19%
314,100
+108,644
3
$6.95M 6.34%
+267,368
4
$6.35M 5.78%
299,302
-708
5
$6.17M 5.62%
113,197
+56,194
6
$5.06M 4.61%
49,185
+1,941
7
$4.96M 4.52%
+137,016
8
$4.49M 4.09%
+172,218
9
$3.57M 3.26%
+188,030
10
$3.19M 2.91%
72,869
+19,797
11
$2.93M 2.67%
+21,585
12
$2.42M 2.21%
9,402
-399
13
$2.36M 2.15%
16,871
-2,986
14
$2.27M 2.07%
32,336
+7,855
15
$2.05M 1.87%
26,820
-134
16
$2.02M 1.84%
+24,345
17
$2.02M 1.84%
8,412
+357
18
$2.01M 1.83%
61,054
+1,202
19
$1.95M 1.78%
70,388
+1,450
20
$1.71M 1.56%
+15,263
21
$1.69M 1.54%
49,644
+5,430
22
$1.59M 1.45%
+3,478
23
$1.53M 1.39%
+105,591
24
$1.53M 1.39%
76,045
-14,616
25
$1.47M 1.34%
19,421
-515
1
2 3 4