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
$309M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$641K
3
+$383K
4
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$376K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$357K

Top Sells

1
+$1.11M
2
+$637K
3
+$464K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$359K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$349K

Sector Composition

1 Technology 3.85%
2 Communication Services 0.73%
3 Healthcare 0.49%
4 Consumer Staples 0.26%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 1.74%
174,306
-2,789
27
$4.68M 1.51%
246,624
-6,948
28
$4.58M 1.48%
35,471
+2,167
29
$4.12M 1.33%
152,910
-8,848
30
$1.94M 0.63%
41,005
+13,549
31
$1.62M 0.52%
91,247
+11,480
32
$1.56M 0.5%
43,205
+10
33
$1.44M 0.47%
48,605
+6,676
34
$1.43M 0.46%
13,331
+389
35
$1.37M 0.44%
2,863
+1
36
$1.32M 0.43%
3,926
+540
37
$1.12M 0.36%
39,176
+8,895
38
$910K 0.29%
30,950
+9,170
39
$871K 0.28%
6,020
-380
40
$860K 0.28%
5,940
41
$853K 0.28%
7,796
-7
42
$742K 0.24%
4,440
-20
43
$642K 0.21%
24,380
-2,298
44
$539K 0.17%
9,002
+167
45
$512K 0.17%
2,016
-160
46
$509K 0.16%
5,917
+10
47
$477K 0.15%
3,385
-130
48
$439K 0.14%
959
49
$434K 0.14%
5,943
+542
50
$404K 0.13%
7,915
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