PFA
Peak Financial Advisors Portfolio holdings
AUM
$195M
This Quarter Return
+3.24%
1 Year Return
+4.86%
3 Year Return
+25.54%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+7.6%)
Cap. Flow
+$5.54M
Cap. Flow
% of AUM
4.35%
Top 10 Holdings %
Top 10 Hldgs %
47.15%
Holding
79
New
16
Increased
37
Reduced
11
Closed
11
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.71% |
| 2 | Technology | 5.65% |
| 3 | Healthcare | 5.62% |
| 4 | Industrials | 4.16% |
| 5 | Consumer Staples | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$155M
| – | – |
-216,017
| Closed | -$5.63M |
|
77
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| – | – |
-7,084
| Closed | -$252K |
|
78
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| – | – |
-2,939
| Closed | -$224K |
|
79
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$653M
| – | – |
-447,503
| Closed | -$22.4M |
|