PFA

Peak Financial Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 5.65%
This Quarter Est. Return
1 Year Est. Return
+5.65%
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
+$4.95M
3
+$4.82M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$4.29M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$3.78M

Top Sells

1
+$5.37M
2
+$4.92M
3
+$4.91M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.78M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.53M

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
76
– –
-34,766
77
– –
-35,555
78
– –
-28,354
1 2 3
4