PFM

Peak Financial Management Portfolio holdings

AUM $388M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$5.07M
3
+$4.91M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$762K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$549K

Top Sells

1
+$6M
2
+$4.63M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$3.14M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$919K

Sector Composition

1 Technology 3.07%
2 Communication Services 0.6%
3 Industrials 0.52%
4 Consumer Discretionary 0.39%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1.07%
170,810
-659
27
$2.91M 0.83%
26,464
-8,354
28
$2.91M 0.83%
34,842
-169
29
$2.6M 0.74%
52,564
-121,481
30
$2.47M 0.7%
24,039
-609
31
$2.33M 0.66%
3,753
-15
32
$2.33M 0.66%
77,339
33
$2.31M 0.66%
17,089
+26
34
$2.03M 0.58%
40,759
-3,917
35
$1.99M 0.56%
68,031
-5,436
36
$1.78M 0.51%
3,583
+591
37
$1.68M 0.48%
65,102
-178,951
38
$1.67M 0.47%
49,081
+3,365
39
$1.48M 0.42%
36,837
-1,610
40
$1.31M 0.37%
22,926
41
$1.03M 0.29%
20,919
+184
42
$1.01M 0.29%
5,720
-18
43
$921K 0.26%
6,308
+9
44
$914K 0.26%
28,199
-1,059
45
$875K 0.25%
3,987
-1,647
46
$741K 0.21%
17,399
-1,194
47
$739K 0.21%
8,282
+136
48
$735K 0.21%
742
-45
49
$712K 0.2%
6,130
-30
50
$699K 0.2%
3,940
-1,145
1
2
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