PFM

Peak Financial Management Portfolio holdings

AUM $388M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$5.07M
3
+$4.91M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$762K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$549K

Top Sells

1
+$6M
2
+$4.63M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$3.14M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$919K

Sector Composition

1 Technology 3.07%
2 Communication Services 0.6%
3 Industrials 0.52%
4 Consumer Discretionary 0.39%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$270K 0.08%
2,775
-210
77
$269K 0.08%
2,177
+11
78
$261K 0.07%
353
-154
79
$259K 0.07%
5,800
80
$253K 0.07%
409
81
$251K 0.07%
851
82
$250K 0.07%
9,884
+1,247
83
$248K 0.07%
1,431
84
$245K 0.07%
+3,325
85
$244K 0.07%
1,076
-400
86
$240K 0.07%
5,814
87
$232K 0.07%
3,718
88
$223K 0.06%
+5,697
89
$223K 0.06%
286
-34
90
$216K 0.06%
+679
91
$213K 0.06%
+1,962
92
$209K 0.06%
7,905
93
$202K 0.06%
289
-70
94
$38K 0.01%
+11,250
95
$31K 0.01%
24,000
96
– –
-4,680
97
– –
-585
98
– –
-531
99
– –
-872
100
– –
-1,271
1 2 3
4
5