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
$319M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$515K
3
+$458K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$453K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$416K

Top Sells

1
+$499K
2
+$410K
3
+$341K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$287K
5
NVO icon
Novo Nordisk
NVO
+$281K

Sector Composition

1 Technology 4.93%
2 Communication Services 0.79%
3 Healthcare 0.53%
4 Industrials 0.5%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$254K 0.08%
2,100
77
$250K 0.08%
2,050
78
$250K 0.08%
1,540
-1,020
79
$249K 0.08%
1,550
-300
80
$248K 0.08%
530
-30
81
$236K 0.07%
5,800
82
$232K 0.07%
+1,543
83
$232K 0.07%
6,024
84
$225K 0.07%
+444
85
$224K 0.07%
1,807
-714
86
$219K 0.07%
4,380
87
$219K 0.07%
2,842
-557
88
$219K 0.07%
6,524
89
$214K 0.07%
1,248
-26
90
$213K 0.07%
2,340
91
$211K 0.07%
+1,155
92
$205K 0.06%
8,654
+32
93
$205K 0.06%
7,905
94
$205K 0.06%
1,654
-1,001
95
– –
-1,323
96
– –
-2,192
97
– –
-1,286
98
– –
-2,784
99
– –
-5,134
100
– –
-821
1 2 3
4
5