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
$230M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$7.01M
3
+$3.59M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.18M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M

Top Sells

1
+$7.07M
2
+$5.24M
3
+$3.68M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Sector Composition

1 Technology 0.47%
2 Energy 0.33%
3 Communication Services 0.22%
4 Consumer Staples 0.18%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$717K 0.31%
+51,792
27
$491K 0.21%
9,204
28
$440K 0.19%
+4,305
29
$422K 0.18%
+6,117
30
$300K 0.13%
+9,168
31
$274K 0.12%
+5,112
32
$272K 0.12%
29,000
-2,150
33
$254K 0.11%
+9,870
34
$254K 0.11%
+11,765
35
$235K 0.1%
1,827
-233
36
$215K 0.09%
2,513
37
$212K 0.09%
2,527
38
$200K 0.09%
2,188
39
$101K 0.04%
11,129
40
$19K 0.01%
+18,620
41
– –
-967
42
– –
-54,288
43
– –
-1,758
44
– –
-289,541
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