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
$225M
AUM Growth
+$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$307K
3
+$247K
4
LYFT icon
Lyft
LYFT
+$208K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$190K

Top Sells

1
+$336K
2
+$188K
3
+$182K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$170K
5
AAPL icon
Apple
AAPL
+$65.4K

Sector Composition

1 Technology 1.5%
2 Consumer Staples 0.37%
3 Communication Services 0.37%
4 Energy 0.28%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.45%
276,438
-624
27
$3.24M 1.44%
228,680
+4,680
28
$2.88M 1.28%
58,609
-724
29
$2.87M 1.28%
51,292
-1,168
30
$2.68M 1.19%
23,067
+912
31
$1.17M 0.52%
53,890
-180
32
$1.02M 0.45%
9,368
-156
33
$651K 0.29%
9,713
+546
34
$614K 0.27%
24,422
+2,322
35
$579K 0.26%
9,599
-331
36
$563K 0.25%
6,252
37
$555K 0.25%
3,397
38
$513K 0.23%
8,972
+420
39
$494K 0.22%
20,960
+430
40
$492K 0.22%
2,508
+4
41
$466K 0.21%
1,571
-11
42
$415K 0.18%
1,389
+60
43
$379K 0.17%
21,720
-352
44
$374K 0.17%
7,638
+593
45
$356K 0.16%
5,044
-200
46
$350K 0.16%
10,243
47
$343K 0.15%
29,000
48
$343K 0.15%
15,715
-2,605
49
$306K 0.14%
2,203
-43
50
$280K 0.12%
2,250
-200
1
2
3