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
$276M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$665K
3
+$522K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$332K
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$293K

Top Sells

1
+$992K
2
+$647K
3
+$520K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$508K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$353K

Sector Composition

1 Technology 2.81%
2 Communication Services 0.59%
3 Industrials 0.37%
4 Consumer Discretionary 0.34%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$307K 0.11%
4,040
+110
52
$304K 0.11%
12,200
-628
53
$302K 0.11%
22,640
+4,080
54
$298K 0.11%
3,903
+55
55
$295K 0.11%
22,000
56
$291K 0.11%
1,930
-300
57
$290K 0.11%
986
+155
58
$286K 0.1%
3,256
59
$283K 0.1%
+2,395
60
$253K 0.09%
719
61
$242K 0.09%
1,846
-210
62
$239K 0.09%
+986
63
$237K 0.09%
+4,246
64
$237K 0.09%
599
+3
65
$237K 0.09%
4,865
-2,500
66
$237K 0.09%
+1,443
67
$225K 0.08%
1,011
-93
68
$224K 0.08%
+3,545
69
$223K 0.08%
3,403
+804
70
$219K 0.08%
2,532
71
$210K 0.08%
+441
72
$205K 0.07%
+2,649
73
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