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
$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
+$4.98M
3
+$4.67M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$4.36M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$3.86M

Top Sells

1
+$5.37M
2
+$5.02M
3
+$4.92M
4
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$4.91M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.68M

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
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