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
$294M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$669K
3
+$543K
4
IHY icon
VanEck International High Yield Bond ETF
IHY
+$523K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$438K

Top Sells

1
+$355K
2
+$326K
3
+$238K
4
TSLA icon
Tesla
TSLA
+$225K
5
LYFT icon
Lyft
LYFT
+$224K

Sector Composition

1 Technology 2.91%
2 Communication Services 0.63%
3 Healthcare 0.41%
4 Industrials 0.38%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.12%
1,491
+101
52
$313K 0.11%
1,915
-15
53
$312K 0.11%
3,954
-86
54
$311K 0.11%
2,308
55
$309K 0.11%
22,000
56
$307K 0.1%
11,796
-404
57
$303K 0.1%
3,656
-247
58
$297K 0.1%
4,865
59
$294K 0.1%
2,445
+50
60
$286K 0.1%
2,996
-260
61
$283K 0.1%
716
-3
62
$282K 0.1%
966
-20
63
$268K 0.09%
4,246
64
$255K 0.09%
3,804
+401
65
$251K 0.09%
1,526
+83
66
$247K 0.08%
421
-20
67
$243K 0.08%
567
-32
68
$236K 0.08%
+5,520
69
$233K 0.08%
671
-315
70
$205K 0.07%
2,649
71
– –
0
72
– –
-2,532
73
– –
-3,545
74
– –
-1,011
1 2
3