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
+$16.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$1.25M
3
+$567K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$430K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$409K

Top Sells

1
+$7.46M
2
+$5.05M
3
+$1.26M
4
AAPL icon
Apple
AAPL
+$842K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$508K

Sector Composition

1 Technology 3.95%
2 Communication Services 0.67%
3 Healthcare 0.62%
4 Industrials 0.51%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.16%
22,214
+214
52
$515K 0.15%
4,485
-45
53
$494K 0.15%
10,901
54
$471K 0.14%
1,005
-569
55
$461K 0.14%
2,707
-4
56
$451K 0.14%
790
-4
57
$450K 0.13%
5,365
+500
58
$447K 0.13%
3,669
-75
59
$428K 0.13%
4,492
+10
60
$423K 0.13%
18,323
+460
61
$414K 0.12%
3,808
+70
62
$388K 0.12%
8,873
-25
63
$374K 0.11%
1,871
-499
64
$371K 0.11%
4,096
-510
65
$369K 0.11%
693
-350
66
$353K 0.11%
2,969
-1,844
67
$348K 0.1%
4,468
68
$348K 0.1%
3,450
+943
69
$336K 0.1%
1,166
+224
70
$304K 0.09%
+613
71
$292K 0.09%
507
-85
72
$289K 0.09%
2,985
73
$284K 0.08%
+585
74
$272K 0.08%
+892
75
$265K 0.08%
2,100
1 2
3
4 5