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
$295M
AUM Growth
+$697K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$354K
3
+$353K
4
IHY icon
VanEck International High Yield Bond ETF
IHY
+$315K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$295K

Top Sells

1
+$282K
2
+$268K
3
+$255K
4
ADBE icon
Adobe
ADBE
+$247K
5
DD icon
DuPont de Nemours
DD
+$205K

Sector Composition

1 Technology 2.9%
2 Communication Services 0.63%
3 Healthcare 0.6%
4 Industrials 0.28%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$326K 0.11%
3,921
+265
52
$323K 0.11%
2,308
53
$312K 0.11%
3,256
+260
54
$310K 0.11%
3,954
55
$310K 0.11%
1,915
56
$306K 0.1%
1,390
-101
57
$304K 0.1%
22,000
58
$296K 0.1%
11,812
+16
59
$277K 0.09%
616
-100
60
$258K 0.09%
4,865
61
$241K 0.08%
1,492
-34
62
$238K 0.08%
554
-13
63
$233K 0.08%
+2,002
64
$227K 0.08%
2,035
-410
65
$225K 0.08%
5,177
-343
66
$225K 0.08%
+2,288
67
$224K 0.08%
661
-10
68
$217K 0.07%
+7,884
69
$214K 0.07%
+1,308
70
$200K 0.07%
+693
71
– –
0
72
– –
-4,246
73
– –
-3,804
74
– –
-421
75
– –
-2,649
1 2
3
4