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
$222M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.66M
3
+$659K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$407K
5
IHY icon
VanEck International High Yield Bond ETF
IHY
+$394K

Top Sells

1
+$5.64M
2
+$2.99M
3
+$481K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$350K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$293K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.44%
3 Energy 0.35%
4 Industrials 0.23%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 1.21%
41,828
-3,384
27
$2.47M 1.11%
33,279
+8,875
28
$2.21M 0.99%
80,296
-109,007
29
$1.15M 0.52%
64,349
-2,536
30
$596K 0.27%
6,267
31
$516K 0.23%
2,495
-354
32
$507K 0.23%
6,089
+132
33
$503K 0.23%
19,550
+2,935
34
$481K 0.22%
3,395
35
$479K 0.22%
8,975
+171
36
$460K 0.21%
1,581
-9
37
$452K 0.2%
5,314
-250
38
$437K 0.2%
4,340
-635
39
$411K 0.18%
19,680
+130
40
$406K 0.18%
2,003
41
$399K 0.18%
5,995
+630
42
$397K 0.18%
10,243
43
$331K 0.15%
10,242
+267
44
$292K 0.13%
6,758
45
$277K 0.12%
29,000
46
$276K 0.12%
4,428
+470
47
$265K 0.12%
2,316
-129
48
$224K 0.1%
1,240
-38
49
$219K 0.1%
4,016
-103,459
50
$218K 0.1%
+4,207
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