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
1
$24.9M 11.94%
625,320
+78,061
2
$19.1M 9.15%
249,333
+600
3
$16.2M 7.79%
580,773
+40,398
4
$15M 7.21%
298,593
+16,636
5
$7.61M 3.65%
79,896
+237
6
$7.03M 3.37%
236,382
-37,849
7
$5.99M 2.87%
114,995
-12,922
8
$5.43M 2.61%
5,867
+370
9
$4.44M 2.13%
36,643
+2,537
10
$4.15M 1.99%
18,915
+414
11
$3.68M 1.76%
31,974
+252
12
$3.68M 1.76%
30,660
-2,640
13
$3.43M 1.65%
10,327
-58
14
$3.32M 1.6%
+11,820
15
$3.29M 1.58%
31,920
+1,483
16
$3.2M 1.54%
5,633
+4,839
17
$3.08M 1.48%
+2,853
18
$3.04M 1.46%
94,972
+9,103
19
$2.84M 1.36%
8,776
-290
20
$2.57M 1.23%
+50,671
21
$2.55M 1.23%
+19,074
22
$2.54M 1.22%
+43,316
23
$2.52M 1.21%
9,017
-209
24
$2.49M 1.19%
+7,078
25
$2.43M 1.17%
+11,856
1
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