PFM
Peak Financial Management Portfolio holdings
AUM
$378M
1-Year Est. Return
11.99%
1 Year Est. Return
+11.99%
AUM
$378M
AUM Growth
+$26.7M
(+7.6%)
Holding
106
Top Buys
| 1 | +$4.1M | |
| 2 | +$2.97M | |
| 3 | +$2.58M | |
| 4 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$616K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$579K |
Top Sells
| 1 | +$2.6M | |
| 2 | +$1.68M | |
| 3 | +$1.03M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$865K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$795K |
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 | |
|---|---|---|---|---|---|---|
101
Austin Gold Corp
AUST
$32M
| $41.2K | 0.01% |
23,700
-300
|
|
||
102
Tesla
TSLA
$1.46T
| – | – |
-679
|
|
||
103
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
| – | – |
-6,836
|
|
||
104
Schwab US Dividend Equity ETF
SCHD
$70B
| – | – |
-7,905
|
|
||
105
iShares Core 10+ Year USD Bond ETF
ILTB
$592M
| – | – |
-52,564
|
|
||
106
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$623M
| – | – |
-65,102
|
|