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
+$16.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$1.25M
3
+$567K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$430K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$409K

Top Sells

1
+$7.46M
2
+$5.05M
3
+$1.26M
4
AAPL icon
Apple
AAPL
+$842K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$508K

Sector Composition

1 Technology 3.95%
2 Communication Services 0.67%
3 Healthcare 0.62%
4 Industrials 0.51%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.94%
29,069
-2,638
27
$2.65M 0.79%
35,011
-37
28
$2.55M 0.76%
24,648
+236
29
$2.2M 0.66%
77,339
+150
30
$2.19M 0.65%
73,467
-11,930
31
$2.16M 0.65%
44,676
-4,796
32
$2.12M 0.63%
3,768
+192
33
$2.08M 0.62%
17,063
+40
34
$1.61M 0.48%
45,716
+2,595
35
$1.55M 0.46%
38,447
-3,434
36
$1.17M 0.35%
22,926
-85
37
$1.12M 0.34%
2,992
-230
38
$1.11M 0.33%
10,709
-586
39
$1.07M 0.32%
5,634
-47
40
$991K 0.3%
5,738
-249
41
$938K 0.28%
20,735
-1,837
42
$929K 0.28%
29,258
-1,959
43
$834K 0.25%
6,299
+8
44
$794K 0.24%
5,085
+92
45
$744K 0.22%
787
-2
46
$683K 0.2%
4,676
+1,210
47
$667K 0.2%
18,593
-625
48
$666K 0.2%
8,146
-205
49
$652K 0.2%
4,215
-205
50
$631K 0.19%
6,160
-85
1
2
3 4 5