$194Million– No. of Holdings #74
PEAK FINANCIAL ADVISORS LLC has about 52.2% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 52.2 |
Technology | 13.6 |
Consumer Cyclical | 8.5 |
Industrials | 5.6 |
Communication Services | 4.9 |
Utilities | 3.9 |
Healthcare | 3.3 |
Financial Services | 2 |
Consumer Defensive | 1.9 |
Real Estate | 1.8 |
Basic Materials | 1.7 |
PEAK FINANCIAL ADVISORS LLC has about 41.8% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 52.2 |
LARGE-CAP | 31.3 |
MEGA-CAP | 10.5 |
SMALL-CAP | 4 |
MID-CAP | 2.1 |
About 44.3% of the stocks held by PEAK FINANCIAL ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 55.7 |
S&P 500 | 39.8 |
RUSSELL 2000 | 4.5 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
PEAK FINANCIAL ADVISORS LLC has 74 stocks in it's portfolio. About 47.5% of the portfolio is in top 10 stocks. DECK proved to be the most loss making stock for the portfolio. PHM was the most profitable stock for PEAK FINANCIAL ADVISORS LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 0.58 | 4,863 | 1,133,080 | reduced | -0.1 | ||
AAXJ | ishares tr | 3.35 | 69,657 | 6,518,530 | reduced | -1.16 | ||
AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
ACVF | etf opportunities trust | 0.47 | 32,954 | 912,826 | new | |||
AFK | vaneck etf trust | 3.03 | 200,192 | 5,887,640 | new | |||
AFK | vaneck etf trust | 2.15 | 43,064 | 4,175,060 | reduced | -6.09 | ||
AGGH | simplify exchange traded fun | 10.44 | 394,281 | 20,297,600 | added | 1.2 | ||
AGGH | simplify exchange traded fun | 6.45 | 510,063 | 12,537,300 | added | 103 | ||
AGGH | simplify exchange traded fun | 5.42 | 479,555 | 10,531,000 | added | 9.26 | ||
AGGH | simplify exchange traded fun | 4.21 | 314,910 | 8,187,670 | added | 10.55 | ||
AGGH | simplify exchange traded fun | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
AGNG | global x fds | 0.96 | 65,347 | 1,869,590 | reduced | -6.75 | ||
AMAT | applied matls inc | 1.64 | 15,827 | 3,197,840 | new | |||
AMPS | ishares tr | 3.68 | 122,147 | 7,149,260 | reduced | -0.18 | ||
AMT | american tower corp new | 0.28 | 2,318 | 539,074 | reduced | -4.14 | ||
AMZN | amazon com inc | 1.60 | 16,737 | 3,118,600 | added | 0.05 | ||
ANET | arista networks inc | 1.69 | 8,571 | 3,289,720 | new | |||
AXP | american express co | 1.51 | 10,836 | 2,938,720 | new | |||
AZO | autozone inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||