PFA
Peak Financial Advisors Portfolio holdings
AUM
$195M
This Quarter Return
+2.65%
1 Year Return
+4.86%
3 Year Return
+25.54%
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(-10%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-10.41%
Top 10 Holdings %
Top 10 Hldgs %
43.35%
Holding
114
New
36
Increased
20
Reduced
18
Closed
37
Top Buys
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$11.3M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
$5.34M |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$5.06M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$4.95M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.66M |
Top Sells
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$12.9M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$8.41M |
| 3 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$8.36M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$6.51M |
| 5 |
Iron Mountain
IRM
|
$4.03M |
Sector Composition
| 1 | Consumer Discretionary | 7.54% |
| 2 | Energy | 5.28% |
| 3 | Real Estate | 4.54% |
| 4 | Healthcare | 4.48% |
| 5 | Industrials | 4.37% |
