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
$225M
AUM Growth
+$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$316K
2 +$307K
3 +$247K
4
LYFT icon
Lyft
LYFT
+$208K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$190K

Top Sells

1 +$336K
2 +$188K
3 +$182K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$170K
5
AAPL icon
Apple
AAPL
+$65.4K

Sector Composition

1 Technology 1.5%
2 Consumer Staples 0.37%
3 Communication Services 0.37%
4 Energy 0.28%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$275K 0.12%
7,833
52
$254K 0.11%
4,160
53
$223K 0.1%
1,240
54
$221K 0.1%
9,513
-1,515
55
$208K 0.09%
+5,083
56
-1,595