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
$319M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$512K
3
+$456K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$453K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$413K

Top Sells

1
+$496K
2
+$408K
3
+$302K
4
NVO icon
Novo Nordisk
NVO
+$281K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$276K

Sector Composition

1 Technology 4.93%
2 Communication Services 0.79%
3 Healthcare 0.53%
4 Industrials 0.5%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,489
102
– –
-2,784
1 2 3 4
5