PFM

Peak Financial Management Portfolio holdings

AUM $388M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$5.07M
3
+$4.91M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$762K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$549K

Top Sells

1
+$6M
2
+$4.63M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$3.14M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$919K

Sector Composition

1 Technology 3.07%
2 Communication Services 0.6%
3 Industrials 0.52%
4 Consumer Discretionary 0.39%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$695K 0.2%
6,836
-3,873
52
$672K 0.19%
3,813
-402
53
$580K 0.16%
4,575
+90
54
$574K 0.16%
1,041
+36
55
$563K 0.16%
22,214
56
$551K 0.16%
4,085
-591
57
$508K 0.14%
3,754
+85
58
$467K 0.13%
10,798
-103
59
$454K 0.13%
19,535
+1,212
60
$446K 0.13%
5,365
61
$421K 0.12%
8,873
62
$418K 0.12%
3,811
+3
63
$417K 0.12%
1,621
-250
64
$416K 0.12%
2,607
-100
65
$406K 0.12%
4,177
-315
66
$376K 0.11%
4,470
+2
67
$367K 0.1%
4,116
+20
68
$343K 0.1%
1,125
-41
69
$340K 0.1%
700
+7
70
$323K 0.09%
580
-210
71
$320K 0.09%
2,969
72
$316K 0.09%
2,945
-505
73
$291K 0.08%
1,975
74
$287K 0.08%
542
-350
75
$277K 0.08%
2,100
1 2
3
4 5