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
$275M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.19M
3
+$4.61M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.04M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.25M

Top Sells

1
+$11.3M
2
+$6.08M
3
+$5.16M
4
IHY icon
VanEck International High Yield Bond ETF
IHY
+$4.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.28M

Sector Composition

1 Technology 4.35%
2 Communication Services 0.75%
3 Consumer Discretionary 0.42%
4 Healthcare 0.27%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.02M 1.46%
238,620
-612
27
$3.86M 1.4%
81,737
+64,383
28
$2.87M 1.04%
44,566
-37,360
29
$1.77M 0.64%
4,120
30
$1.65M 0.6%
51,151
-160,120
31
$1.59M 0.58%
16,868
+361
32
$1.37M 0.5%
79,185
-280
33
$1.32M 0.48%
4,177
-336
34
$1.31M 0.48%
42,223
+123
35
$1.31M 0.48%
30,100
+2,980
36
$1.26M 0.46%
32,259
-83,534
37
$1.25M 0.45%
38,741
-430
38
$1.17M 0.42%
26,669
-4,889
39
$966K 0.35%
7,328
-385
40
$849K 0.31%
43,397
-230,818
41
$846K 0.31%
6,468
+38
42
$808K 0.29%
12,383
-93,253
43
$599K 0.22%
8,658
+328
44
$594K 0.22%
2,374
+660
45
$573K 0.21%
1,599
+43
46
$558K 0.2%
4,389
-1,110
47
$532K 0.19%
3,856
+1
48
$515K 0.19%
6,322
-8
49
$440K 0.16%
6,108
+12
50
$439K 0.16%
3,410
-43
1
2
3 4