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PFA
Peak Financial Advisors Portfolio holdings
AUM
$242M
1-Year Est. Return
19.63%
This Fund
S&P 500
This Quarter
Est. Return
+20.05%
1 Year Est. Return
+19.63%
3 Year Est. Return
+40.14%
5 Year Est. Return
+54.65%
10 Year Est. Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
92.47%
Top 10 Holdings %
Top 10 Hldgs %
49.94%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
+$9.77M |
| 2 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$8.64M |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
+$7.17M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$7.07M |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$5.26M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 9.17% |
| 2 | Healthcare | 6.55% |
| 3 | Materials | 4.18% |
| 4 | Communication Services | 3.9% |
| 5 | Energy | 3.46% |
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Peak Financial Advisors's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Peak Financial Advisors, which disclosed 54 positions worth $116M. Its ten largest holdings account for 50% of the portfolio.
Its largest position is Quadratic Interest Rate Volatility and Inflation Hedge ETF: 354,182 shares worth $9.91M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 9.2% of assets, followed by Healthcare and Materials.
- Peak Financial Advisors's largest Q4 2020 buy was Quadratic Interest Rate Volatility and Inflation Hedge ETF: 354,182 shares worth $9.91M.
- Peak Financial Advisors's ten largest holdings make up 50% of its $116M portfolio in Q4 2020.
- Peak Financial Advisors disclosed 54 positions in Q4 2020, its first 13F filing on record.
Based on Peak Financial Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.