PFM

Peak Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 11.99%
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.19M
3
+$2.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.4M
5
MORT icon
VanEck Mortgage REIT Income ETF
MORT
+$829K

Top Sells

1
+$5.14M
2
+$3.57M
3
+$1.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$918K
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$885K

Sector Composition

1 Technology 0.45%
2 Energy 0.32%
3 Communication Services 0.21%
4 Consumer Staples 0.19%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$227K 0.1%
2,527
-34
27
$213K 0.09%
2,188
28
$212K 0.09%
2,513
-502
29
$209K 0.09%
967
30
$95K 0.04%
11,129
31
– –
-176,328
32
– –
-101,065
33
– –
-310,629
34
– –
-9,363
35
– –
-91,469
1
2