PFA
Peak Financial Advisors Portfolio holdings
AUM
$195M
This Quarter Return
+4.91%
1 Year Return
+4.86%
3 Year Return
+25.54%
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(-0.59%)
Cap. Flow
-$8.96M
Cap. Flow
% of AUM
-4.59%
Top 10 Holdings %
Top 10 Hldgs %
52.71%
Holding
115
New
43
Increased
21
Reduced
22
Closed
28
Top Buys
| 1 |
FLXR
TCW Flexible Income ETF
FLXR
|
$15.7M |
| 2 |
Simplify Managed Futures Strategy ETF
CTA
|
$5.7M |
| 3 |
Invesco S&P 500 Momentum ETF
SPMO
|
$3.84M |
| 4 |
Walmart
WMT
|
$2.98M |
| 5 |
F5
FFIV
|
$2.67M |
Top Sells
| 1 |
Simplify Stable Income ETF
BUCK
|
$13M |
| 2 |
Simplify Volatility Premium ETF
SVOL
|
$9.13M |
| 3 |
Simplify MBS ETF
MTBA
|
$4.37M |
| 4 |
NVIDIA
NVDA
|
$4.32M |
| 5 |
Cintas
CTAS
|
$3.36M |
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Financials | 8.36% |
| 3 | Industrials | 5.09% |
| 4 | Consumer Discretionary | 4.78% |
| 5 | Consumer Staples | 4.61% |
