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
$295M
AUM Growth
+$697K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$354K
3
+$353K
4
IHY icon
VanEck International High Yield Bond ETF
IHY
+$315K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$295K

Top Sells

1
+$282K
2
+$268K
3
+$255K
4
ADBE icon
Adobe
ADBE
+$247K
5
DD icon
DuPont de Nemours
DD
+$205K

Sector Composition

1 Technology 2.9%
2 Communication Services 0.63%
3 Healthcare 0.6%
4 Industrials 0.28%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.96M 1.68%
48,686
+353
27
$4.4M 1.49%
253,572
+3,012
28
$4.39M 1.49%
161,758
+10,864
29
$4.25M 1.44%
33,304
+1,760
30
$1.38M 0.47%
43,195
-215
31
$1.37M 0.46%
79,767
+636
32
$1.33M 0.45%
27,456
-749
33
$1.28M 0.43%
41,929
+1,913
34
$1.27M 0.43%
12,942
+473
35
$1.23M 0.42%
2,862
-5
36
$955K 0.32%
3,386
+48
37
$886K 0.3%
30,281
38
$863K 0.29%
7,803
+3
39
$853K 0.29%
6,400
-900
40
$837K 0.28%
2,176
+330
41
$794K 0.27%
5,940
+120
42
$734K 0.25%
4,460
-360
43
$609K 0.21%
26,678
+2,072
44
$546K 0.19%
8,835
+940
45
$508K 0.17%
5,907
+9
46
$451K 0.15%
21,780
-860
47
$447K 0.15%
3,515
+50
48
$402K 0.14%
5,401
+275
49
$400K 0.14%
7,915
50
$385K 0.13%
959
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