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
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.42M
3
+$1.19M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$857K
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$635K

Top Sells

1
+$1.39M
2
+$1.04M
3
+$960K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$811K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$747K

Sector Composition

1 Technology 4.56%
2 Communication Services 0.8%
3 Consumer Discretionary 0.52%
4 Industrials 0.32%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1.27%
35,287
-4,699
27
$3.36M 1.13%
181,930
-75,434
28
$2.6M 0.87%
36,989
-7,577
29
$1.9M 0.64%
3,983
-137
30
$1.79M 0.6%
17,009
+141
31
$1.49M 0.5%
78,050
-1,135
32
$1.43M 0.48%
3,809
-368
33
$1.42M 0.48%
+14,429
34
$1.32M 0.44%
26,700
-3,400
35
$1.32M 0.44%
39,185
-3,038
36
$1.29M 0.43%
26,881
+212
37
$1.21M 0.41%
39,816
+1,075
38
$1.19M 0.4%
+29,577
39
$1.06M 0.36%
25,758
-6,501
40
$904K 0.3%
6,468
41
$857K 0.29%
+7,912
42
$850K 0.29%
5,688
+1,832
43
$825K 0.28%
5,431
+1,042
44
$803K 0.27%
5,698
-1,630
45
$741K 0.25%
21,238
-29,913
46
$729K 0.24%
1,779
+180
47
$686K 0.23%
9,083
+425
48
$618K 0.21%
+5,585
49
$575K 0.19%
6,310
-12
50
$541K 0.18%
3,965
+555
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2
3 4