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

Top Buys

1
+$26.8M
2
+$5.35M
3
+$4.78M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.29M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.28M

Top Sells

1
+$11.8M
2
+$6.26M
3
+$5.43M
4
IHY icon
VanEck International High Yield Bond ETF
IHY
+$4.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.41M

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
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-10,154
77
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78
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79
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-584
80
– –
-4,870
81
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-14,323
82
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-420
83
– –
0
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4