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
$223M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$291K
3
+$282K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$239K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$239K

Top Sells

1
+$348K
2
+$347K
3
+$270K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$222K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$196K

Sector Composition

1 Technology 1.3%
2 Consumer Staples 0.38%
3 Communication Services 0.36%
4 Energy 0.31%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 1.46%
277,062
-2,556
27
$2.96M 1.33%
224,000
28
$2.91M 1.31%
59,333
-1,118
29
$2.6M 1.17%
52,460
+2,088
30
$2.56M 1.15%
22,155
+185
31
$1.19M 0.53%
54,070
-15,880
32
$1.02M 0.46%
9,524
+114
33
$611K 0.27%
9,167
+679
34
$585K 0.26%
3,397
35
$580K 0.26%
22,100
+250
36
$579K 0.26%
6,252
-15
37
$567K 0.25%
9,930
+795
38
$491K 0.22%
8,552
-29
39
$463K 0.21%
1,582
-60
40
$456K 0.2%
20,530
+300
41
$435K 0.2%
2,504
+3
42
$407K 0.18%
18,320
-2,860
43
$402K 0.18%
5,244
-270
44
$394K 0.18%
22,072
+3,676
45
$392K 0.18%
1,329
-7
46
$362K 0.16%
7,045
-377
47
$336K 0.15%
1,595
-375
48
$329K 0.15%
29,000
49
$301K 0.14%
2,246
-102
50
$287K 0.13%
10,243
1
2
3