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
$294M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$669K
3
+$543K
4
IHY icon
VanEck International High Yield Bond ETF
IHY
+$523K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$438K

Top Sells

1
+$355K
2
+$326K
3
+$238K
4
TSLA icon
Tesla
TSLA
+$225K
5
LYFT icon
Lyft
LYFT
+$224K

Sector Composition

1 Technology 2.91%
2 Communication Services 0.63%
3 Healthcare 0.41%
4 Industrials 0.38%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 1.67%
48,333
-137
27
$4.34M 1.47%
250,560
-11,688
28
$4.12M 1.4%
150,894
+8,416
29
$4.04M 1.37%
31,544
+2,091
30
$1.48M 0.5%
79,131
-1,000
31
$1.43M 0.49%
43,410
+385
32
$1.36M 0.46%
28,205
+16
33
$1.32M 0.45%
40,016
+1,175
34
$1.23M 0.42%
2,867
-146
35
$1.23M 0.42%
12,469
-1,719
36
$915K 0.31%
7,300
-360
37
$904K 0.31%
3,338
+336
38
$865K 0.29%
7,800
-12
39
$831K 0.28%
4,820
+240
40
$824K 0.28%
30,281
41
$711K 0.24%
5,820
+400
42
$563K 0.19%
24,606
-214
43
$529K 0.18%
7,895
+97
44
$503K 0.17%
5,898
+9
45
$453K 0.15%
22,640
46
$436K 0.15%
3,465
47
$434K 0.15%
1,846
48
$408K 0.14%
7,915
-504
49
$382K 0.13%
959
50
$380K 0.13%
5,126
-269
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