PFM
Peak Financial Management Portfolio holdings
AUM
$388M
1-Year Est. Return
17.53%
This Fund
S&P 500
1 Year Est. Return
+17.53%
AUM
$388M
AUM Growth
+$9.49M
(+2.5%)
Holding
103
Top Buys
| 1 | +$1.26M | |
| 2 | +$714K | |
| 3 | +$537K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$521K |
| 5 |
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
|
+$443K |
Top Sells
| 1 | +$993K | |
| 2 | +$711K | |
| 3 | +$671K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$353K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$325K |
Sector Composition
| 1 | Technology | 3.45% |
| 2 | Industrials | 0.66% |
| 3 | Communication Services | 0.66% |
| 4 | Consumer Discretionary | 0.34% |
| 5 | Healthcare | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Total Bond Market
BND
$151B
| – | – |
-2,790
|
|
||
102
Oracle
ORCL
$424B
| – | – |
-828
|
|
||
|
DVS
103
Dolly Varden Silver Corp
DVS
$426M
| – | – |
-10,000
|
|