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
$298M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$799K
3
+$673K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$509K
5
IHY icon
VanEck International High Yield Bond ETF
IHY
+$502K

Top Sells

1
+$7.88M
2
+$551K
3
+$439K
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$383K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$380K

Sector Composition

1 Technology 3.93%
2 Communication Services 0.67%
3 Healthcare 0.37%
4 Industrials 0.29%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-959
77
– –
-1,772
78
– –
-4,203
79
– –
-3,660
80
– –
-3,530
81
– –
-1,840
82
– –
-6,545
83
– –
-6,331
84
– –
-355
1 2 3
4