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
$334M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$585K
3
+$579K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$399K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$379K

Top Sells

1
+$718K
2
+$387K
3
+$316K
4
NVO icon
Novo Nordisk
NVO
+$283K
5
AMD icon
Advanced Micro Devices
AMD
+$253K

Sector Composition

1 Technology 5.19%
2 Communication Services 0.77%
3 Consumer Discretionary 0.66%
4 Industrials 0.47%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 1.09%
34,067
+397
27
$3.18M 0.95%
171,939
-1,215
28
$2.5M 0.75%
85,397
-4,259
29
$2.46M 0.74%
35,048
-928
30
$2.46M 0.74%
24,412
+399
31
$2.38M 0.71%
49,472
-1,901
32
$2.19M 0.66%
17,023
-130
33
$2.11M 0.63%
3,576
+122
34
$1.83M 0.55%
77,189
-361
35
$1.65M 0.49%
41,881
+591
36
$1.38M 0.41%
43,121
+705
37
$1.36M 0.41%
3,222
+80
38
$1.25M 0.37%
5,681
+772
39
$1.12M 0.34%
11,295
+1,690
40
$1.1M 0.33%
23,011
-2,325
41
$1.02M 0.3%
31,217
-4,203
42
$1.01M 0.3%
5,987
-24
43
$994K 0.3%
22,572
-437
44
$951K 0.28%
4,993
-470
45
$837K 0.25%
4,420
+229
46
$805K 0.24%
1,574
+29
47
$728K 0.22%
6,291
+10
48
$723K 0.22%
789
+8
49
$689K 0.21%
6,245
-20
50
$660K 0.2%
19,218
-15
1
2
3 4 5