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
$319M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$515K
3
+$458K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$453K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$416K

Top Sells

1
+$499K
2
+$410K
3
+$341K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$287K
5
NVO icon
Novo Nordisk
NVO
+$281K

Sector Composition

1 Technology 4.93%
2 Communication Services 0.79%
3 Healthcare 0.53%
4 Industrials 0.5%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$559K 0.18%
3,835
52
$533K 0.17%
4,740
+10
53
$460K 0.14%
9,518
+700
54
$458K 0.14%
+9,170
55
$458K 0.14%
11,096
+543
56
$447K 0.14%
3,744
-10
57
$445K 0.14%
1,093
+400
58
$441K 0.14%
3,829
+500
59
$422K 0.13%
715
-15
60
$418K 0.13%
18,383
+285
61
$412K 0.13%
2,265
+375
62
$405K 0.13%
2,454
-1
63
$404K 0.13%
+4,287
64
$400K 0.13%
4,865
65
$397K 0.12%
22,000
66
$393K 0.12%
3,671
-1,879
67
$382K 0.12%
2,200
-300
68
$378K 0.12%
418
-235
69
$348K 0.11%
4,156
+17
70
$329K 0.1%
2,068
+497
71
$329K 0.1%
4,737
+1
72
$315K 0.1%
625
+22
73
$312K 0.1%
2,832
+7
74
$284K 0.09%
+2,985
75
$278K 0.09%
13,523
-2,040
1 2
3
4 5