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
$234M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$1.29M
3
+$219K
4
IBB icon
iShares Biotechnology ETF
IBB
+$215K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$214K

Top Sells

1
+$5.15M
2
+$1.68M
3
+$1.37M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$408K
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$354K

Sector Composition

1 Technology 1.75%
2 Communication Services 0.37%
3 Consumer Staples 0.36%
4 Energy 0.28%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.12%
4,160
52
$265K 0.11%
7,365
-2,878
53
$219K 0.09%
+1,030
54
$215K 0.09%
+1,780
55
$208K 0.09%
+850
56
$207K 0.09%
8,653
-860
57
– –
-228,057
58
– –
-5,083
59
– –
-1,240
1 2
3