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
+$16.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$1.25M
3
+$567K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$430K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$409K

Top Sells

1
+$7.46M
2
+$5.05M
3
+$1.26M
4
AAPL icon
Apple
AAPL
+$842K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$508K

Sector Composition

1 Technology 3.95%
2 Communication Services 0.67%
3 Healthcare 0.62%
4 Industrials 0.51%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$264K 0.08%
320
-45
77
$264K 0.08%
2,166
-1,200
78
$259K 0.08%
1,975
79
$259K 0.08%
5,800
80
$245K 0.07%
1,476
-251
81
$235K 0.07%
+177
82
$229K 0.07%
409
+1
83
$223K 0.07%
5,814
+160
84
$221K 0.07%
7,905
85
$219K 0.07%
+3,718
86
$219K 0.07%
2,340
87
$218K 0.07%
359
-45
88
$214K 0.06%
872
+26
89
$212K 0.06%
+851
90
$211K 0.06%
+1,271
91
$211K 0.06%
1,004
-250
92
$208K 0.06%
+521
93
$204K 0.06%
+1,217
94
$202K 0.06%
8,637
+58
95
$201K 0.06%
1,431
96
$200K 0.06%
+1,810
97
$31.2K 0.01%
+24,000
98
– –
-981
99
– –
-794
100
– –
-3,090
1 2 3
4
5