PFA
Peak Financial Advisors Portfolio holdings
AUM
$195M
This Quarter Return
+3.91%
1 Year Return
+4.86%
3 Year Return
+25.54%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+35%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
23.49%
Top 10 Holdings %
Top 10 Hldgs %
54.56%
Holding
78
New
20
Increased
16
Reduced
24
Closed
12
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.58M |
| 2 |
Simplify Managed Futures Strategy ETF
CTA
|
$6.95M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$4.96M |
| 4 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
$4.49M |
| 5 |
ProShares Short High Yield
SJB
|
$3.57M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.79% |
| 2 | Healthcare | 4.29% |
| 3 | Energy | 3.85% |
| 4 | Consumer Staples | 3.22% |
| 5 | Technology | 3.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| – | – |
-10,241
| Closed | -$321K |
|
77
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| – | – |
-52,117
| Closed | -$5.35M |
|
78
Utilities Select Sector SPDR Fund
XLU
$20.9B
| – | – |
-20,969
| Closed | -$1.37M |
|