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
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.42M
3
+$1.19M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$857K
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$635K

Top Sells

1
+$1.39M
2
+$1.04M
3
+$960K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$811K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$747K

Sector Composition

1 Technology 4.56%
2 Communication Services 0.8%
3 Consumer Discretionary 0.52%
4 Industrials 0.32%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.18%
6,250
+142
52
$496K 0.17%
1,998
-376
53
$465K 0.16%
4,624
+127
54
$448K 0.15%
771
55
$428K 0.14%
+11,350
56
$427K 0.14%
1,640
+550
57
$388K 0.13%
3,698
-309
58
$387K 0.13%
586
59
$360K 0.12%
2,455
+98
60
$353K 0.12%
15,158
+405
61
$350K 0.12%
22,000
62
$348K 0.12%
3,476
+1,000
63
$338K 0.11%
4,878
-7,505
64
$333K 0.11%
15,951
-27,446
65
$330K 0.11%
3,734
-1,256
66
$280K 0.09%
2,142
+13
67
$276K 0.09%
4,865
68
$249K 0.08%
703
-152
69
$244K 0.08%
2,100
70
$241K 0.08%
1,617
+381
71
$240K 0.08%
+2,150
72
$236K 0.08%
+1,599
73
$235K 0.08%
5,800
74
$234K 0.08%
4,054
-508
75
$233K 0.08%
+653
1 2
3
4