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
$298M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.42M
3
+$1.19M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$857K
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$635K

Top Sells

1
+$1.39M
2
+$1.04M
3
+$960K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$811K
5
SCHP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K 0.08%
+19,826
77
$228K 0.08%
+1,340
78
$227K 0.08%
+2,425
79
$227K 0.08%
+390
80
$224K 0.08%
+4,380
81
$222K 0.07%
+5,849
82
$211K 0.07%
8,944
-2,312
83
$207K 0.07%
+5,055
84
$204K 0.07%
+2,649
85
$203K 0.07%
+6,320
86
– –
-2,280
87
– –
-8,492
88
– –
-2,813
89
– –
-1,599
1 2 3
4