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
$334M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$585K
3
+$579K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$399K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$379K

Top Sells

1
+$718K
2
+$387K
3
+$316K
4
NVO icon
Novo Nordisk
NVO
+$283K
5
AMD icon
Advanced Micro Devices
AMD
+$253K

Sector Composition

1 Technology 5.19%
2 Communication Services 0.77%
3 Consumer Discretionary 0.66%
4 Industrials 0.47%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$636K 0.19%
8,351
-786
52
$553K 0.17%
794
+100
53
$551K 0.17%
4,530
54
$518K 0.16%
4,813
+665
55
$508K 0.15%
10,170
+1,000
56
$482K 0.14%
3,744
57
$477K 0.14%
3,466
-54
58
$473K 0.14%
1,043
-250
59
$455K 0.14%
2,711
+150
60
$448K 0.13%
4,865
61
$443K 0.13%
22,000
62
$436K 0.13%
10,901
-572
63
$428K 0.13%
4,482
64
$410K 0.12%
4,606
+40
65
$407K 0.12%
3,366
+725
66
$406K 0.12%
17,863
+40
67
$403K 0.12%
8,898
-620
68
$399K 0.12%
3,738
+64
69
$395K 0.12%
2,370
+301
70
$347K 0.1%
592
-33
71
$341K 0.1%
1,727
+27
72
$339K 0.1%
+320
73
$321K 0.1%
+794
74
$316K 0.09%
4,468
-269
75
$297K 0.09%
1,283
-267
1 2
3
4 5