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
$341M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$334K
3
+$321K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$314K
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$305K

Top Sells

1
+$7.74M
2
+$5.31M
3
+$1.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$460K
5
BA icon
Boeing
BA
+$412K

Sector Composition

1 Technology 4.55%
2 Communication Services 0.73%
3 Healthcare 0.65%
4 Industrials 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.2%
6,265
-25
52
$595K 0.17%
1,293
+200
53
$545K 0.16%
4,530
-210
54
$542K 0.16%
3,520
-315
55
$515K 0.15%
11,473
+377
56
$486K 0.14%
4,148
+319
57
$480K 0.14%
9,518
58
$475K 0.14%
9,170
59
$472K 0.14%
3,744
60
$452K 0.13%
4,865
61
$448K 0.13%
22,000
62
$445K 0.13%
4,566
+410
63
$444K 0.13%
2,561
+107
64
$438K 0.13%
4,482
+195
65
$424K 0.12%
17,823
-560
66
$415K 0.12%
3,674
+3
67
$390K 0.11%
2,069
+1
68
$369K 0.11%
694
-21
69
$363K 0.11%
4,737
70
$358K 0.11%
625
71
$316K 0.09%
680
+150
72
$310K 0.09%
2,641
-191
73
$297K 0.09%
2,985
74
$295K 0.09%
1,700
-500
75
$294K 0.09%
13,604
+81
1 2
3
4