PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
+8.91%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$298M
AUM Growth
+$298M
(+8.3%)
Cap. Flow
-$895K
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
52.03%
Holding
89
New
17
Increased
23
Reduced
38
Closed
4
Top Buys
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$1.39M |
| 2 |
Schwab International Small-Cap Equity ETF
SCHC
|
$1.04M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$960K |
| 4 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
$811K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$747K |
Sector Composition
| 1 | Technology | 4.56% |
| 2 | Communication Services | 0.8% |
| 3 | Consumer Discretionary | 0.52% |
| 4 | Industrials | 0.32% |
| 5 | Consumer Staples | 0.25% |
