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
$217M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.92M
2 +$2.85M
3 +$942K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$865K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$550K

Sector Composition

1 Technology 1.21%
2 Consumer Staples 0.44%
3 Energy 0.38%
4 Industrials 0.25%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$116K 0.05%
+16,300
52
-2,188
53
-64,578
54
-28,196