PFA
Peak Financial Advisors Portfolio holdings
AUM
$195M
This Quarter Return
+6.97%
1 Year Return
+4.86%
3 Year Return
+25.54%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(-2%)
Cap. Flow
-$7.11M
Cap. Flow
% of AUM
-6.12%
Top 10 Holdings %
Top 10 Hldgs %
46.19%
Holding
86
New
16
Increased
32
Reduced
19
Closed
15
Top Buys
| 1 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$7.66M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$6.91M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$2.98M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$2.12M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.11M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 8.51% |
| 2 | Energy | 5.97% |
| 3 | Financials | 4.75% |
| 4 | Industrials | 4.62% |
| 5 | Materials | 3.44% |
