PEAK FINANCIAL ADVISORS LLC Quant / Systematic

CIK: 0001843309 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 11, 2021

Total Value ($000): $118,624 (100.0% shares, 0.0% debt)

Holdings (70)

IVOL KRANESHARES TR 12.2%
Value ($000) $14,505 Shares 507,519 Est. Cost $28.15 Unrealized
GCC WISDOMTREE TR 7.1%
Value ($000) $8,462 Shares 421,834 Est. Cost $19.05 Unrealized
FPE FIRST TR EXCH TRADED FD III 6.7%
Value ($000) $7,929 Shares 393,507 Est. Cost $20.19 Unrealized
PDBC INVESCO ACTIVLY MANGD ETC FD 5.4%
Value ($000) $6,407 Shares 371,715 Est. Cost $16.13 Unrealized
ANGL VANECK VECTORS ETF TR 5.4%
Value ($000) $6,404 Shares 200,559 Est. Cost $32.07 Unrealized
INDA ISHARES TR 2.3%
Value ($000) $2,671 Shares 63,317 Est. Cost $40.89 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $2,655 Shares 858 Est. Cost $159.58 Unrealized -0.7%
CNQ CANADIAN NAT RES LTD 2.2%
Value ($000) $2,627 Shares 85,109 Est. Cost $8.13 Unrealized +32.9%
ARKW ARK ETF TR 2.2%
Value ($000) $2,577 Shares 17,481 Est. Cost $146.39 Unrealized
EXP EAGLE MATLS INC 2.1%
Value ($000) $2,508 Shares 18,656 Est. Cost $90.46 Unrealized +30.3%
EWT ISHARES INC 2.1%
Value ($000) $2,495 Shares 41,612 Est. Cost $53.67 Unrealized
MPC MARATHON PETE CORP 2.1%
Value ($000) $2,447 Shares 45,739 Est. Cost $31.62 Unrealized +41.1%
ARKQ ARK ETF TR 2.0%
Value ($000) $2,347 Shares 27,955 Est. Cost $76.30 Unrealized
THO THOR INDS INC 1.9%
Value ($000) $2,263 Shares 16,797 Est. Cost $84.41 Unrealized +30.1%
HRTX HERON THERAPEUTICS INC 1.9%
Value ($000) $2,262 Shares 139,560 Est. Cost $17.38 Unrealized +2.6%
AMN AMN HEALTHCARE SVCS INC 1.8%
Value ($000) $2,122 Shares 28,790 Est. Cost $74.33 Unrealized 0.0%
SPIRIT AIRLS INC 1.8%
Value ($000) $2,100 Shares 56,898 Est. Cost $36.91 Unrealized
DDS DILLARDS INC 1.7%
Value ($000) $2,067 Shares 21,406 Est. Cost $63.03 Unrealized 0.0%
MSOS ADVISORSHARES TR 1.7%
Value ($000) $2,023 Shares 47,708 Est. Cost $37.06 Unrealized
EWC ISHARES INC 1.7%
Value ($000) $2,020 Shares 59,327 Est. Cost $34.05 Unrealized
T AT&T INC 1.7%
Value ($000) $1,983 Shares 65,517 Est. Cost $15.42 Unrealized +4.7%
REMX VANECK VECTORS ETF TR 1.6%
Value ($000) $1,862 Shares 24,835 Est. Cost $66.07 Unrealized
COF CAPITAL ONE FINL CORP 1.5%
Value ($000) $1,761 Shares 13,844 Est. Cost $107.90 Unrealized 0.0%
TWLO TWILIO INC 1.4%
Value ($000) $1,701 Shares 4,991 Est. Cost $314.55 Unrealized +19.1%
PCT PURECYCLE TECHNOLOGIES INC 1.4%
Value ($000) $1,686 Shares 66,131 Est. Cost $22.89 Unrealized 0.0%
STKL SUNOPTA INC 1.4%
Value ($000) $1,658 Shares 112,226 Est. Cost $14.32 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC 1.4%
Value ($000) $1,624 Shares 52,964 Est. Cost $22.43 Unrealized +16.0%
XLF SELECT SECTOR SPDR TR 1.3%
Value ($000) $1,505 Shares 44,192 Est. Cost $34.06 Unrealized
ECPG ENCORE CAP GROUP INC 1.2%
Value ($000) $1,463 Shares 36,354 Est. Cost $36.36 Unrealized -2.4%
ALB ALBEMARLE CORP 1.2%
Value ($000) $1,388 Shares 9,499 Est. Cost $111.68 Unrealized +35.5%
TMUS T-MOBILE US INC 1.1%
Value ($000) $1,360 Shares 10,854 Est. Cost $121.73 Unrealized 0.0%
DBI DESIGNER BRANDS INC 1.1%
Value ($000) $1,335 Shares 76,721 Est. Cost $11.22 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 1.1%
Value ($000) $1,332 Shares 21,917 Est. Cost $55.90 Unrealized 0.0%
FISV FISERV INC 1.1%
Value ($000) $1,284 Shares 10,787 Est. Cost $114.76 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 1.1%
Value ($000) $1,278 Shares 26,053 Est. Cost $49.05 Unrealized
EXPERIENCE INVT CORP 1.1%
Value ($000) $1,254 Shares 121,880 Est. Cost $11.08 Unrealized
ARKG ARK ETF TR 1.0%
Value ($000) $1,245 Shares 14,035 Est. Cost $93.27 Unrealized
ACWI ISHARES TR 0.8%
Value ($000) $950 Shares 9,983 Est. Cost $90.71 Unrealized
SNOW SNOWFLAKE INC 0.8%
Value ($000) $912 Shares 3,978 Est. Cost $266.89 Unrealized 0.0%
VFVA VANGUARD WELLINGTON FD 0.7%
Value ($000) $779 Shares 8,242 Est. Cost $78.08 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.6%
Value ($000) $738 Shares 85,832 Est. Cost $8.51 Unrealized
ARKK ARK ETF TR 0.6%
Value ($000) $694 Shares 5,783 Est. Cost $124.49 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $684 Shares 5,602 Est. Cost $117.01 Unrealized +6.9%
COOTEK CAYMAN INC 0.5%
Value ($000) $600 Shares 216,505 Est. Cost $2.77 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $534 Shares 4,934 Est. Cost $78.94 Unrealized +12.6%
SSRM SSR MNG INC 0.4%
Value ($000) $532 Shares 37,220 Est. Cost $18.92 Unrealized -13.6%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $524 Shares 7,322 Est. Cost $46.60 Unrealized +22.7%
IRM IRON MTN INC NEW 0.4%
Value ($000) $497 Shares 13,436 Est. Cost $27.21 Unrealized 0.0%
SCHC SCHWAB STRATEGIC TR 0.4%
Value ($000) $488 Shares 12,379 Est. Cost $38.64 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $430 Shares 928 Est. Cost $34.82 Unrealized +19.6%
CODI COMPASS DIVERSIFIED 0.4%
Value ($000) $421 Shares 18,182 Est. Cost $17.76 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $409 Shares 7,851 Est. Cost $52.10 Unrealized
OMC OMNICOM GROUP INC 0.3%
Value ($000) $398 Shares 5,373 Est. Cost $58.12 Unrealized 0.0%
PSA PUBLIC STORAGE 0.3%
Value ($000) $374 Shares 1,514 Est. Cost $184.11 Unrealized +2.2%
INTERPUBLIC GROUP COS INC 0.3%
Value ($000) $366 Shares 12,526 Est. Cost $22.01 Unrealized 0.0%
IWF ISHARES TR 0.3%
Value ($000) $345 Shares 1,420 Est. Cost $240.85 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $335 Shares 502 Est. Cost $170.65 Unrealized +47.1%
EWA ISHARES INC 0.3%
Value ($000) $313 Shares 12,614 Est. Cost $24.81 Unrealized
KSA ISHARES TR 0.2%
Value ($000) $292 Shares 8,132 Est. Cost $35.91 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $283 Shares 621 Est. Cost $462.59 Unrealized +1.8%
EZA ISHARES INC 0.2%
Value ($000) $261 Shares 5,293 Est. Cost $49.31 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.2%
Value ($000) $251 Shares 5,682 Est. Cost $33.89 Unrealized 0.0%
SPSM SPDR SER TR 0.2%
Value ($000) $240 Shares 5,674 Est. Cost $42.30 Unrealized
EWY ISHARES INC 0.2%
Value ($000) $239 Shares 2,667 Est. Cost $89.61 Unrealized
VANECK VECTORS ETF TR 0.2%
Value ($000) $218 Shares 8,435 Est. Cost $25.84 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $217 Shares 920 Est. Cost $206.04 Unrealized +8.2%
GSEW GOLDMAN SACHS ETF TR 0.2%
Value ($000) $216 Shares 3,467 Est. Cost $57.83 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $204 Shares 1,337 Est. Cost $127.25 Unrealized 0.0%
MFIC APOLLO INVT CORP 0.1%
Value ($000) $144 Shares 10,522 Est. Cost $7.39 Unrealized 0.0%
OAKTREE SPECIALTY LENDING CO 0.1%
Value ($000) $126 Shares 20,345 Est. Cost $6.19 Unrealized