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
$92.5M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$4.95M
3
+$4.82M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$4.29M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$3.78M

Top Sells

1
+$5.37M
2
+$4.92M
3
+$4.91M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.78M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.53M

Sector Composition

1 Industrials 3.72%
2 Energy 3.31%
3 Technology 3.23%
4 Consumer Staples 3.06%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$368K 0.4%
2,494
+657
27
$365K 0.39%
1,584
+227
28
$359K 0.39%
8,090
-301
29
$355K 0.38%
23,629
+160
30
$353K 0.38%
+21,269
31
$348K 0.38%
10,493
-386
32
$345K 0.37%
7,650
+1,162
33
$340K 0.37%
27,891
-105,445
34
$329K 0.36%
+10,355
35
$325K 0.35%
1,974
+165
36
$316K 0.34%
+20,712
37
$307K 0.33%
+7,441
38
$306K 0.33%
8,645
+2,757
39
$298K 0.32%
945
-4,040
40
$296K 0.32%
10,164
-655
41
$293K 0.32%
8,485
+2,230
42
$286K 0.31%
3,823
+366
43
$271K 0.29%
12,083
-6,671
44
$265K 0.29%
996
-29
45
$253K 0.27%
+2,495
46
$221K 0.24%
+478
47
$220K 0.24%
+3,433
48
$214K 0.23%
1,052
-7,489
49
$212K 0.23%
8,712
-7,165
50
$212K 0.23%
1,637
1
2
3 4