PFM

Peak Financial Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.96M
3
+$2.5M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$612K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$569K

Top Sells

1
+$2.6M
2
+$1.68M
3
+$991K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$833K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$789K

Sector Composition

1 Technology 3.54%
2 Communication Services 0.7%
3 Industrials 0.55%
4 Consumer Discretionary 0.4%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.95M 1.04%
169,740
-1,070
27
$2.86M 0.76%
32,731
-2,111
28
$2.84M 0.75%
77,339
29
$2.5M 0.66%
17,171
+82
30
$2.37M 0.63%
21,342
-5,122
31
$2.36M 0.62%
3,522
-231
32
$2.27M 0.6%
22,008
-2,031
33
$1.93M 0.51%
36,742
-4,017
34
$1.88M 0.5%
3,638
+55
35
$1.76M 0.47%
59,975
-8,056
36
$1.63M 0.43%
46,076
-3,005
37
$1.42M 0.38%
35,069
-1,768
38
$1.37M 0.36%
22,926
39
$1.06M 0.28%
6,316
+8
40
$1.04M 0.28%
19,260
-1,659
41
$1.04M 0.27%
5,573
-147
42
$1.02M 0.27%
4,170
+230
43
$897K 0.24%
27,391
-808
44
$887K 0.23%
3,648
-165
45
$874K 0.23%
3,980
-7
46
$795K 0.21%
6,315
+185
47
$781K 0.21%
8,397
+115
48
$703K 0.19%
15,455
-1,944
49
$658K 0.17%
22,214
50
$650K 0.17%
4,795
+220
1
2
3 4 5