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
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$6.02M
2 +$1.75M
3 +$652K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$372K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$322K

Top Sells

1 +$6.05M
2 +$2.12M
3 +$810K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$769K
5
IHY icon
VanEck International High Yield Bond ETF
IHY
+$649K

Sector Composition

1 Technology 1.23%
2 Consumer Staples 0.36%
3 Communication Services 0.35%
4 Energy 0.34%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$277K 0.13%
2,348
-67
52
$260K 0.12%
11,028
-256,570
53
$234K 0.11%
2,250
-3,227
54
$222K 0.1%
5,443
55
$215K 0.1%
+3,660
56
$214K 0.1%
+1,240