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
$298M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$799K
3
+$673K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$509K
5
IHY icon
VanEck International High Yield Bond ETF
IHY
+$502K

Top Sells

1
+$7.88M
2
+$551K
3
+$439K
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$383K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$380K

Sector Composition

1 Technology 3.93%
2 Communication Services 0.67%
3 Healthcare 0.37%
4 Industrials 0.29%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.12%
616
52
$352K 0.12%
2,305
53
$347K 0.12%
2,016
54
$345K 0.12%
4,686
+702
55
$338K 0.11%
22,000
56
$338K 0.11%
3,899
+235
57
$333K 0.11%
+2,045
58
$331K 0.11%
3,270
+746
59
$327K 0.11%
13,030
+3,955
60
$300K 0.1%
1,691
61
$289K 0.1%
12,198
+386
62
$285K 0.1%
+1,490
63
$258K 0.09%
2,031
+18
64
$251K 0.08%
+3,290
65
$245K 0.08%
+5,800
66
$239K 0.08%
+2,000
67
$233K 0.08%
516
-14
68
$232K 0.08%
2,126
+470
69
$229K 0.08%
5,177
70
$228K 0.08%
11,418
-6,162
71
$226K 0.08%
4,865
72
$207K 0.07%
931
73
$207K 0.07%
2,342
74
$207K 0.07%
+4,486
75
– –
0
1 2
3
4