PFM

Peak Financial Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.96M
3
+$2.5M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$612K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$569K

Top Sells

1
+$2.6M
2
+$1.68M
3
+$991K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$833K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$789K

Sector Composition

1 Technology 3.54%
2 Communication Services 0.7%
3 Industrials 0.55%
4 Consumer Discretionary 0.4%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.07%
1,775
-200
77
$274K 0.07%
2,775
78
$273K 0.07%
409
79
$272K 0.07%
5,892
+92
80
$271K 0.07%
580
81
$265K 0.07%
1,900
-200
82
$248K 0.07%
2,928
-1,542
83
$247K 0.07%
+1,064
84
$241K 0.06%
316
+30
85
$240K 0.06%
851
86
$235K 0.06%
3,236
-482
87
$233K 0.06%
+828
88
$232K 0.06%
+702
89
$229K 0.06%
+1,280
90
$228K 0.06%
+722
91
$223K 0.06%
+4,400
92
$221K 0.06%
+1,367
93
$220K 0.06%
+2,882
94
$219K 0.06%
289
95
$219K 0.06%
+1,179
96
$211K 0.06%
1,762
-200
97
$210K 0.06%
+1,252
98
$207K 0.05%
2,790
-535
99
$207K 0.05%
+884
100
$50.1K 0.01%
10,000
-1,250
1 2 3
4
5