PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
+2.25%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$224M
AUM Growth
–
Cap. Flow
+$224M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.48%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$26.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$18.3M |
| 3 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$16.7M |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$15.9M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$15.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.46% |
| 2 | Energy | 0.35% |
| 3 | Communication Services | 0.34% |
| 4 | Consumer Staples | 0.2% |
| 5 | Consumer Discretionary | 0.04% |
