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
51
$208K 0.22%
410
52
$75.8K 0.08%
14,521
53
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-5,612
54
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-7,147
55
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-3,820
56
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-261,696
57
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-14,603
58
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-8,236
59
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-17,413
60
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-229,983
61
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-8,453
62
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-7,205
63
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-17,514
64
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-21,843
65
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-7,067
66
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-3,365
67
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68
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69
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-7,739
70
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-57,692
71
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-4,379
72
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-35,359
73
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-9,288
74
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-268,426
75
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-62,400
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