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
$275M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.19M
3
+$4.61M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.04M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.25M

Top Sells

1
+$11.3M
2
+$6.08M
3
+$5.16M
4
IHY icon
VanEck International High Yield Bond ETF
IHY
+$4.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.28M

Sector Composition

1 Technology 4.35%
2 Communication Services 0.75%
3 Consumer Discretionary 0.42%
4 Healthcare 0.27%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.15%
4,497
+43
52
$380K 0.14%
+771
53
$378K 0.14%
4,990
-30,604
54
$376K 0.14%
4,007
55
$344K 0.13%
2,357
+33
56
$331K 0.12%
586
57
$321K 0.12%
14,753
-262
58
$315K 0.11%
22,000
59
$291K 0.11%
2,476
-285
60
$288K 0.1%
2,813
61
$265K 0.1%
4,865
62
$257K 0.09%
855
+10
63
$249K 0.09%
1,599
-46
64
$241K 0.09%
4,562
-390
65
$233K 0.08%
11,256
-2,000
66
$228K 0.08%
+2,129
67
$219K 0.08%
2,100
68
$217K 0.08%
5,800
69
$209K 0.08%
+1,090
70
$208K 0.08%
+1,236
71
$206K 0.08%
+2,280
72
$203K 0.07%
8,492
-39,824
73
– –
0
74
– –
-420
75
– –
-14,323
1 2
3
4