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
$203M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.86M
3
+$2.81M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.8M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$1.55M

Top Sells

1
+$2.21M
2
+$2.14M
3
+$1.41M
4
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$1.32M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.27M

Sector Composition

1 Technology 1.12%
2 Consumer Staples 0.48%
3 Energy 0.3%
4 Communication Services 0.24%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.41%
+60,437
27
$2.81M 1.38%
+224,000
28
$2.75M 1.35%
276,000
+40,506
29
$2.56M 1.26%
23,406
-1,215
30
$2.04M 1%
51,668
+384
31
$1.55M 0.76%
+82,230
32
$1.21M 0.59%
+11,726
33
$543K 0.27%
+25,590
34
$542K 0.27%
6,267
35
$503K 0.25%
5,477
-612
36
$495K 0.24%
8,804
-171
37
$482K 0.24%
3,397
+2
38
$477K 0.23%
20,280
+730
39
$444K 0.22%
23,040
+3,360
40
$430K 0.21%
7,583
+1,588
41
$421K 0.21%
8,126
+3,698
42
$410K 0.2%
1,642
+61
43
$383K 0.19%
2,498
+3
44
$362K 0.18%
5,314
45
$341K 0.17%
+21,360
46
$334K 0.16%
2,003
47
$299K 0.15%
29,000
48
$280K 0.14%
+1,111
49
$245K 0.12%
2,415
+99
50
$243K 0.12%
7,833
-2,409
1
2
3