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
$203M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.86M
3
+$2.81M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.8M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$1.55M

Top Sells

1
+$2.21M
2
+$2.14M
3
+$1.41M
4
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$1.32M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.27M

Sector Composition

1 Technology 1.12%
2 Consumer Staples 0.48%
3 Energy 0.3%
4 Communication Services 0.24%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$242K 0.12%
10,243
52
$208K 0.1%
4,412
+205
53
$202K 0.1%
5,443
-1,315
54
– –
-1,318
55
– –
-4,016
56
– –
-4,340
57
– –
-64,349
58
– –
-1,240
59
– –
-80,296
1 2
3