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
$234M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$1.29M
3
+$219K
4
IBB icon
iShares Biotechnology ETF
IBB
+$215K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$214K

Top Sells

1
+$5.15M
2
+$1.68M
3
+$1.37M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$408K
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$354K

Sector Composition

1 Technology 1.75%
2 Communication Services 0.37%
3 Consumer Staples 0.36%
4 Energy 0.28%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 1.5%
274,524
-1,914
27
$3.47M 1.48%
129,928
+3,298
28
$2.87M 1.23%
58,638
+29
29
$2.79M 1.19%
23,965
+898
30
$1.68M 0.71%
114,340
-114,340
31
$1.65M 0.7%
72,335
+56,620
32
$1.28M 0.55%
55,085
+1,195
33
$1.01M 0.43%
9,357
-11
34
$768K 0.33%
10,559
+846
35
$665K 0.28%
24,290
-132
36
$637K 0.27%
6,252
37
$589K 0.25%
9,599
38
$572K 0.24%
3,397
39
$570K 0.24%
9,146
+174
40
$550K 0.23%
2,501
-7
41
$494K 0.21%
1,534
-37
42
$492K 0.21%
21,430
+470
43
$456K 0.19%
1,409
+20
44
$415K 0.18%
21,936
+216
45
$413K 0.18%
7,687
+49
46
$353K 0.15%
29,000
47
$352K 0.15%
5,044
48
$348K 0.15%
2,205
+2
49
$312K 0.13%
7,833
50
$281K 0.12%
2,248
-2
1
2
3