PFM

Peak Financial Management Portfolio holdings

AUM $334M

AUM

$334M

AUM Growth

+$16.7K (+0%)

Cap. Flow

+$15.7M

Cap. Flow % of AUM

4.71%

Top 10 Holdings %Top 10 Hldgs %

52.78%

Holding

108

New

12

Increased

35

Reduced

41

Closed

11

Top Buys

1	JPMorgan International Bond Opportunities ETF JPIB	$13.5M
2	Invesco S&P 500 Equal Weight ETF RSP	$1.25M
3	Schwab US Aggregate Bond ETF SCHZ	$567K
4	Schwab US TIPS ETF SCHP	$430K
5	Vanguard Intermediate-Term Corporate Bond ETF VCIT	$409K

Top Sells

1	Vanguard S&P 500 ETF VOO	$1.26M
2	Apple AAPL	$842K
3	Vanguard Total Stock Market ETF VTI	$388K
4	Invesco S&P 500 Equal Weight Health Care ETF RSPH	$355K
5	NVIDIA NVDA	$286K

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	Shares Change %	Capital Flow
101	101 Home Depot HD $365B	$0	0%	0 -591	Closed	–
102	102 iShares Core International Aggregate Bond Fund IAGG $9.99B	$0	0%	0 -10,170	Closed	–
103	103 VanEck International High Yield Bond ETF IHY $30.2M	$0	0%	0 -13,692	Closed	–
104	104 ServiceNow NOW $213B	$0	0%	0 -320	Closed	–
105	105 Invesco International Corporate Bond ETF PICB $154M	$0	0%	0 -345,464	Closed	–
106	106 Palantir PLTR $301B	$0	0%	0 -3,090	Closed	–
107	107 Tesla TSLA $951B	$0	0%	0 -794	Closed	–
108	108 Consumer Discretionary Select Sector SPDR Fund XLY $21.3B	$0	0%	0 -981	Closed	–