PFM

Peak Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 11.99%
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$8.03M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$650K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$463K

Top Sells

1
+$17.7M
2
+$7.01M
3
+$175K
4
XOM icon
Exxon Mobil
XOM
+$127K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$19.8K

Sector Composition

1 Technology 0.8%
2 Consumer Staples 0.32%
3 Communication Services 0.28%
4 Industrials 0.25%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.5M 10.31%
210,472
-1,442
2
$18.6M 7.53%
86,164
+943
3
$17.4M 7.04%
264,159
+2,649
4
$16.5M 6.66%
1,030,120
+10,140
5
$16.1M 6.5%
1,077,042
+1,025,250
6
$15.2M 6.13%
111,942
+1,268
7
$14.8M 5.98%
136,409
+21
8
$13.7M 5.52%
221,797
+5,149
9
$12.6M 5.07%
231,992
+650
10
$10.2M 4.12%
424,212
+5,035
11
$9.28M 3.75%
120,283
-257
12
$8.55M 3.45%
103,541
+3,050
13
$8.1M 3.27%
258,386
+14,050
14
$8.03M 3.24%
+126,198
15
$7.53M 3.04%
306,295
+2,425
16
$6.86M 2.77%
212,274
+3,314
17
$6.71M 2.71%
168,959
+3,187
18
$6.71M 2.71%
77,674
+261
19
$6.37M 2.57%
133,266
+1,643
20
$4.25M 1.72%
446,580
+48,714
21
$2.75M 1.11%
47,367
+42,255
22
$1.98M 0.8%
55,152
+18,100
23
$1.36M 0.55%
32,953
+923
24
$1.24M 0.5%
132,672
+5,922
25
$936K 0.38%
45,912
+3,032
1
2