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
$341M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$334K
3
+$321K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$314K
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$305K

Top Sells

1
+$7.74M
2
+$5.31M
3
+$1.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$460K
5
BA icon
Boeing
BA
+$412K

Sector Composition

1 Technology 4.55%
2 Communication Services 0.73%
3 Healthcare 0.65%
4 Industrials 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.08%
454
+10
77
$283K 0.08%
+2,374
78
$278K 0.08%
2,100
79
$278K 0.08%
2,050
80
$267K 0.08%
1,550
81
$264K 0.08%
5,800
82
$253K 0.07%
1,544
+4
83
$250K 0.07%
2,203
+396
84
$248K 0.07%
+4,543
85
$238K 0.07%
2,842
86
$236K 0.07%
5,654
-370
87
$234K 0.07%
1,543
88
$231K 0.07%
1,155
89
$231K 0.07%
+1,425
90
$230K 0.07%
1,164
-84
91
$229K 0.07%
+942
92
$227K 0.07%
6,224
-300
93
$225K 0.07%
8,754
+100
94
$224K 0.07%
4,380
95
$223K 0.07%
7,905
96
$220K 0.06%
+2,465
97
$205K 0.06%
2,340
98
$203K 0.06%
229
-189
99
– –
-2,265
100
– –
-1,654
1 2 3
4