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
$232M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$855K
2
+$554K
3
+$513K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$440K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$418K

Top Sells

1
+$486K
2
+$242K
3
+$217K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$214K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$125K

Sector Composition

1 Technology 2.39%
2 Communication Services 0.57%
3 Consumer Staples 0.27%
4 Industrials 0.18%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.13%
+819
52
$262K 0.11%
3,580
53
$244K 0.11%
+3,808
54
$241K 0.1%
1,780
55
$240K 0.1%
+7,365
56
$212K 0.09%
2,532
57
$208K 0.09%
+1,704
58
$87K 0.04%
+2,799
59
– –
0
60
– –
-4,841
61
– –
-7,956
1 2
3