PFA
Peak Financial Advisors Portfolio holdings
AUM
$195M
This Quarter Return
-7.61%
1 Year Return
+4.86%
3 Year Return
+25.54%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(-13%)
Cap. Flow
-$4.75M
Cap. Flow
% of AUM
-4.7%
Top 10 Holdings %
Top 10 Hldgs %
50.53%
Holding
89
New
12
Increased
21
Reduced
30
Closed
24
Top Buys
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$14.2M |
| 2 |
Amazon
AMZN
|
$3.19M |
| 3 |
Williams Companies
WMB
|
$1.85M |
| 4 |
Global X Uranium ETF
URA
|
$1.67M |
| 5 |
Xcel Energy
XEL
|
$1.66M |
Top Sells
| 1 |
iShares MSCI Canada ETF
EWC
|
$3.75M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.66M |
| 3 |
Amplify Transformational Data Sharing ETF
BLOK
|
$3.22M |
| 4 |
Invesco FTSE RAFI Emerging Markets ETF
PXH
|
$2.71M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$2.63M |
Sector Composition
| 1 | Real Estate | 5.99% |
| 2 | Consumer Discretionary | 5.56% |
| 3 | Healthcare | 5.17% |
| 4 | Consumer Staples | 4.9% |
| 5 | Energy | 4.84% |
