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
$260M
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$564K
3
+$423K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$350K
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$291K

Top Sells

1
+$7.96M
2
+$483K
3
+$428K
4
CVX icon
Chevron
CVX
+$333K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$323K

Sector Composition

1 Technology 5.99%
2 Communication Services 0.52%
3 Healthcare 0.3%
4 Consumer Staples 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 1.69%
298,944
-3,606
27
$3.59M 1.38%
241,398
+381
28
$3.56M 1.37%
148,550
-154
29
$1.47M 0.56%
87,282
-470
30
$1.32M 0.51%
42,705
-335
31
$1.3M 0.5%
51,318
+3,306
32
$1.28M 0.49%
36,776
-115
33
$1.25M 0.48%
14,883
+1,579
34
$1.1M 0.42%
3,940
-538
35
$1.05M 0.4%
2,774
+45
36
$1.03M 0.4%
4,007
-704
37
$931K 0.36%
22,070
-11,443
38
$781K 0.3%
8,203
+1,821
39
$684K 0.26%
6,280
40
$658K 0.25%
6,020
-500
41
$600K 0.23%
12,225
+2,337
42
$582K 0.22%
6,055
+130
43
$569K 0.22%
26,988
+812
44
$443K 0.17%
3,453
+68
45
$427K 0.16%
4,025
-355
46
$392K 0.15%
6,246
+1,560
47
$384K 0.15%
25,360
-8,500
48
$376K 0.14%
5,229
+1,330
49
$372K 0.14%
6,817
+1,213
50
$331K 0.13%
2,305
1
2
3 4