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
$281M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.87M
3
+$1.13M
4
USRT icon
iShares Core US REIT ETF
USRT
+$892K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$570K

Top Sells

1
+$1.78M
2
+$1.24M
3
+$785K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$391K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$390K

Sector Composition

1 Technology 4.62%
2 Communication Services 0.69%
3 Healthcare 0.48%
4 Consumer Discretionary 0.42%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.2%
3,855
+715
52
$533K 0.19%
6,330
+690
53
$475K 0.17%
4,870
-205
54
$458K 0.16%
3,453
55
$449K 0.16%
+1,714
56
$448K 0.16%
22,962
-6,738
57
$417K 0.15%
4,454
+715
58
$402K 0.14%
+15,859
59
$391K 0.14%
4,007
+751
60
$353K 0.13%
2,324
61
$341K 0.12%
15,015
+2,246
62
$330K 0.12%
+10,154
63
$328K 0.12%
22,000
64
$327K 0.12%
4,865
65
$315K 0.11%
586
66
$300K 0.11%
2,813
67
$296K 0.11%
+2,761
68
$294K 0.1%
4,983
+104
69
$290K 0.1%
13,256
+852
70
$274K 0.1%
2,406
-510
71
$274K 0.1%
+584
72
$272K 0.1%
1,645
+1
73
$268K 0.1%
4,952
74
$242K 0.09%
+845
75
$233K 0.08%
5,800
-1,000
1 2
3
4