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
$319M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$515K
3
+$458K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$453K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$416K

Top Sells

1
+$499K
2
+$410K
3
+$341K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$287K
5
NVO icon
Novo Nordisk
NVO
+$281K

Sector Composition

1 Technology 4.93%
2 Communication Services 0.79%
3 Healthcare 0.53%
4 Industrials 0.5%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 1.15%
29,860
-1,950
27
$3.57M 1.12%
33,443
-1,650
28
$3.35M 1.05%
174,514
-1,036
29
$2.62M 0.82%
36,072
-549
30
$2.39M 0.75%
24,009
+9,450
31
$2.06M 0.64%
3,756
-20
32
$2.03M 0.63%
17,072
+44
33
$1.71M 0.54%
77,550
-500
34
$1.65M 0.52%
41,527
+10,473
35
$1.42M 0.45%
3,185
-110
36
$1.39M 0.44%
43,500
+4,704
37
$1.27M 0.4%
36,858
-1,187
38
$1.26M 0.4%
25,561
-1,320
39
$1.04M 0.32%
23,665
-384
40
$1.02M 0.32%
5,254
+134
41
$998K 0.31%
5,443
+115
42
$986K 0.31%
9,599
+1,684
43
$966K 0.3%
6,020
-31
44
$782K 0.24%
9,927
+20
45
$763K 0.24%
4,191
-187
46
$741K 0.23%
1,545
-70
47
$713K 0.22%
20,047
-56
48
$653K 0.2%
6,290
49
$643K 0.2%
756
-130
50
$630K 0.2%
6,271
+10
1
2
3 4 5