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
$255M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$721K
3
+$669K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$566K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$436K

Top Sells

1
+$1.82M
2
+$1.07M
3
+$477K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$203K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$142K

Sector Composition

1 Technology 0.78%
2 Consumer Staples 0.31%
3 Communication Services 0.26%
4 Industrials 0.24%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$524K 0.21%
6,014
-141
27
$496K 0.19%
4,715
+355
28
$485K 0.19%
6,117
29
$481K 0.19%
5,955
-883
30
$430K 0.17%
9,625
31
$425K 0.17%
16,260
+990
32
$379K 0.15%
10,550
+2
33
$371K 0.15%
2,296
-5
34
$340K 0.13%
10,875
35
$317K 0.12%
12,765
+535
36
$294K 0.12%
29,000
37
$282K 0.11%
6,816
+251
38
$258K 0.1%
1,816
-142
39
$257K 0.1%
2,188
40
$251K 0.1%
1,937
+5
41
$246K 0.1%
1,632
42
$231K 0.09%
7,711
-2,775
43
$222K 0.09%
+7,102
44
$220K 0.09%
2,479
-104
45
$112K 0.04%
11,129
46
$14K 0.01%
1,100
+90
47
$5K ﹤0.01%
+24,291
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