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
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.89M
3
+$3.39M
4
TSCO icon
Tractor Supply
TSCO
+$3.31M
5
ANET icon
Arista Networks
ANET
+$3.29M

Top Sells

1
+$6.24M
2
+$3.34M
3
+$3.03M
4
SPG icon
Simon Property Group
SPG
+$2.98M
5
ACN icon
Accenture
ACN
+$2.97M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.46%
3 Industrials 5.56%
4 Communication Services 4.94%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.3M 10.44%
394,281
+4,688
2
$12.5M 6.45%
510,063
+259,069
3
$11.8M 6.07%
226,582
+3,957
4
$10.5M 5.42%
479,555
+40,642
5
$8.19M 4.21%
314,910
+30,060
6
$7.15M 3.68%
122,147
-224
7
$6.52M 3.35%
69,657
-816
8
$5.89M 3.03%
+200,192
9
$5.29M 2.72%
89,306
-5,479
10
$4.18M 2.15%
43,064
-2,791
11
$3.98M 2.05%
27,709
+1,763
12
$3.62M 1.86%
6,320
+76
13
$3.39M 1.74%
+7,908
14
$3.34M 1.72%
7,757
+6,981
15
$3.31M 1.7%
+56,880
16
$3.29M 1.69%
+34,284
17
$3.2M 1.65%
+19,295
18
$3.2M 1.64%
+15,827
19
$3.13M 1.61%
3,527
-11
20
$3.13M 1.61%
3,010
+64
21
$3.12M 1.6%
+2,080
22
$3.12M 1.6%
16,737
+8
23
$3.09M 1.59%
+6,106
24
$3.07M 1.58%
+19,254
25
$3.07M 1.58%
+85,556
1
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