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
$248M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$8.03M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$650K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$463K

Top Sells

1
+$17.7M
2
+$7.01M
3
+$175K
4
XOM icon
Exxon Mobil
XOM
+$127K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$19.8K

Sector Composition

1 Technology 0.8%
2 Consumer Staples 0.32%
3 Communication Services 0.28%
4 Industrials 0.25%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$561K 0.23%
6,838
-1,548
27
$553K 0.22%
6,155
+3,628
28
$469K 0.19%
9,625
+421
29
$455K 0.18%
6,117
30
$449K 0.18%
4,360
+55
31
$395K 0.16%
15,270
+5,400
32
$366K 0.15%
10,548
+1,380
33
$351K 0.14%
+2,301
34
$310K 0.13%
10,486
-597,415
35
$296K 0.12%
29,000
36
$293K 0.12%
12,230
+465
37
$276K 0.11%
+1,932
38
$271K 0.11%
1,958
+131
39
$268K 0.11%
+10,875
40
$258K 0.1%
+6,565
41
$247K 0.1%
2,188
42
$232K 0.09%
+1,632
43
$228K 0.09%
2,583
+70
44
$98K 0.04%
11,129
45
$17K 0.01%
+1,010
46
– –
-18,620
47
– –
-620,680
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