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
$334M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$585K
3
+$579K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$399K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$379K

Top Sells

1
+$718K
2
+$387K
3
+$316K
4
NVO icon
Novo Nordisk
NVO
+$283K
5
AMD icon
Advanced Micro Devices
AMD
+$253K

Sector Composition

1 Technology 5.19%
2 Communication Services 0.77%
3 Consumer Discretionary 0.66%
4 Industrials 0.47%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.09%
2,985
77
$282K 0.08%
365
+136
78
$280K 0.08%
13,692
+88
79
$272K 0.08%
2,100
80
$260K 0.08%
1,975
-75
81
$257K 0.08%
404
-50
82
$253K 0.08%
5,800
83
$240K 0.07%
+408
84
$238K 0.07%
5,654
85
$234K 0.07%
+3,090
86
$230K 0.07%
+591
87
$228K 0.07%
1,431
-112
88
$228K 0.07%
942
89
$224K 0.07%
2,507
-335
90
$223K 0.07%
1,254
+90
91
$222K 0.07%
8,579
-175
92
$220K 0.07%
981
-174
93
$216K 0.06%
7,905
94
$204K 0.06%
+450
95
$203K 0.06%
+846
96
$200K 0.06%
2,340
97
– –
-4,380
98
– –
-680
99
– –
-2,374
100
– –
-2,203
1 2 3
4
5