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
$275M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$5.19M
3 +$4.61M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.04M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.25M

Sector Composition

1 Technology 4.35%
2 Communication Services 0.75%
3 Consumer Discretionary 0.42%
4 Healthcare 0.27%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,870
77
-10,154
78
-15,859
79
-4,983
80
-22,962
81
-584
82
-2,406
83
-11,701