PFM

Peak Financial Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.96M
3
+$2.5M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$612K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$569K

Top Sells

1
+$2.6M
2
+$1.68M
3
+$991K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$833K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$789K

Sector Composition

1 Technology 3.54%
2 Communication Services 0.7%
3 Industrials 0.55%
4 Consumer Discretionary 0.4%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$585K 0.15%
632
-110
52
$547K 0.14%
3,754
53
$529K 0.14%
881
-160
54
$488K 0.13%
3,504
-581
55
$481K 0.13%
1,597
-24
56
$470K 0.12%
19,967
+432
57
$469K 0.12%
5,365
58
$433K 0.11%
9,852
-946
59
$421K 0.11%
3,774
-37
60
$419K 0.11%
2,902
+725
61
$415K 0.11%
1,167
+42
62
$409K 0.11%
4,177
63
$391K 0.1%
8,848
-25
64
$362K 0.1%
2,357
-250
65
$352K 0.09%
700
66
$342K 0.09%
3,743
-373
67
$339K 0.09%
552
+10
68
$335K 0.09%
2,969
69
$328K 0.09%
1,176
+100
70
$309K 0.08%
11,079
+1,195
71
$307K 0.08%
3,145
+200
72
$303K 0.08%
413
+60
73
$277K 0.07%
1,415
-16
74
$277K 0.07%
6,144
+330
75
$275K 0.07%
6,342
+645
1 2
3
4 5