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
$217M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.85M
3
+$942K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$865K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$550K

Top Sells

1
+$3.99M
2
+$2.36M
3
+$541K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$373K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$341K

Sector Composition

1 Technology 1.21%
2 Consumer Staples 0.44%
3 Energy 0.38%
4 Industrials 0.25%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.12%
223,362
+86,958
27
$2.37M 1.09%
51,244
-1,268
28
$1.74M 0.8%
24,404
+6,288
29
$1.26M 0.58%
66,885
-12,941
30
$550K 0.25%
2,849
+3
31
$523K 0.24%
6,267
32
$499K 0.23%
4,975
-95
33
$491K 0.23%
+2,645
34
$489K 0.23%
+3,395
35
$465K 0.21%
5,957
-137
36
$460K 0.21%
5,564
-66
37
$443K 0.2%
8,804
38
$431K 0.2%
+1,590
39
$430K 0.2%
16,615
+7,085
40
$408K 0.19%
19,550
+1,550
41
$363K 0.17%
2,003
-67
42
$356K 0.16%
9,975
43
$343K 0.16%
10,243
-632
44
$335K 0.15%
+5,365
45
$295K 0.14%
29,000
46
$290K 0.13%
6,758
+234
47
$248K 0.11%
3,958
+583
48
$241K 0.11%
+2,445
49
$221K 0.1%
+1,814
50
$217K 0.1%
1,278
-92
1
2
3