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
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$1.75M
3
+$652K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$372K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$322K

Top Sells

1
+$6.05M
2
+$2.12M
3
+$810K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$769K
5
IHY icon
VanEck International High Yield Bond ETF
IHY
+$649K

Sector Composition

1 Technology 1.23%
2 Consumer Staples 0.36%
3 Communication Services 0.35%
4 Energy 0.34%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 1.45%
279,618
+3,618
27
$2.92M 1.34%
60,451
+14
28
$2.78M 1.28%
224,000
29
$2.48M 1.14%
21,970
-1,436
30
$2.39M 1.1%
50,372
-1,296
31
$1.48M 0.68%
69,950
-12,280
32
$993K 0.46%
9,410
-2,316
33
$575K 0.26%
6,267
34
$568K 0.26%
21,850
+1,570
35
$556K 0.26%
3,397
36
$547K 0.25%
8,488
+905
37
$540K 0.25%
9,135
+331
38
$493K 0.23%
8,581
+455
39
$480K 0.22%
21,180
-4,410
40
$464K 0.21%
1,642
41
$455K 0.21%
2,501
+3
42
$449K 0.21%
20,230
-2,810
43
$446K 0.21%
5,514
+200
44
$395K 0.18%
1,970
-33
45
$384K 0.18%
7,422
+3,010
46
$380K 0.17%
1,336
+225
47
$322K 0.15%
+18,396
48
$318K 0.15%
10,243
49
$303K 0.14%
29,000
50
$284K 0.13%
7,833
1
2
3