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
$298M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$799K
3
+$673K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$509K
5
IHY icon
VanEck International High Yield Bond ETF
IHY
+$502K

Top Sells

1
+$7.88M
2
+$551K
3
+$439K
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$383K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$380K

Sector Composition

1 Technology 3.93%
2 Communication Services 0.67%
3 Healthcare 0.37%
4 Industrials 0.29%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.28M 1.77%
48,677
+1,208
27
$4.79M 1.6%
38,438
+2,967
28
$4.33M 1.45%
241,017
-5,607
29
$3.76M 1.26%
148,704
-4,206
30
$1.7M 0.57%
87,752
-3,495
31
$1.62M 0.54%
4,478
-21,737
32
$1.59M 0.53%
43,040
-165
33
$1.5M 0.5%
33,513
-7,492
34
$1.45M 0.49%
4,711
+785
35
$1.36M 0.46%
36,891
-2,285
36
$1.34M 0.45%
13,304
-27
37
$1.33M 0.45%
48,012
-593
38
$1.24M 0.41%
2,729
-134
39
$924K 0.31%
33,860
+2,910
40
$911K 0.31%
6,520
+500
41
$873K 0.29%
6,280
+340
42
$715K 0.24%
4,380
-60
43
$652K 0.22%
26,176
+1,796
44
$650K 0.22%
6,382
-1,414
45
$587K 0.2%
5,925
+8
46
$549K 0.18%
9,888
+886
47
$464K 0.16%
3,385
48
$380K 0.13%
7,915
49
$372K 0.12%
5,604
-339
50
$361K 0.12%
3,731
+275
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