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
$334M
AUM Growth
+$16.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$1.25M
3
+$567K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$430K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$409K

Top Sells

1
+$7.46M
2
+$5.05M
3
+$1.26M
4
AAPL icon
Apple
AAPL
+$842K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$508K

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 Change
in Stake 		Capital Flow
101
– –
-345,464
102
– –
-1,600
103
– –
-13,692
104
– –
-10,170
105
– –
-591
106
– –
-450
107
– –
-235,931
108
– –
-1,283
1 2 3 4
5