PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
+0.35%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(+1.1%)
Cap. Flow
+$8.52M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
53.62%
Holding
56
New
1
Increased
30
Reduced
17
Closed
1
Top Buys
| 1 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
$6.96M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$316K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$307K |
| 4 |
Schwab US TIPS ETF
SCHP
|
$247K |
| 5 |
Lyft
LYFT
|
$208K |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$336K |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$188K |
| 3 |
abrdn Physical Precious Metals Basket Shares ETF
GLTR
|
$182K |
| 4 |
Schwab International Equity ETF
SCHF
|
$170K |
| 5 |
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% |
