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
$210M
AUM Growth
-$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.99M
2 +$2.91M
3 +$1.37M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.11M

Top Sells

1 +$7.34M
2 +$5.37M
3 +$5.13M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.58M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.52M

Sector Composition

1 Technology 1.05%
2 Energy 0.35%
3 Consumer Staples 0.33%
4 Industrials 0.29%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,200
52
-32,495