PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
+9.37%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$217M
AUM Growth
+$217M
(+7%)
Cap. Flow
-$3.97M
Cap. Flow
% of AUM
-1.82%
Top 10 Holdings %
Top 10 Hldgs %
53.6%
Holding
56
New
3
Increased
19
Reduced
26
Closed
–
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$6.02M |
| 2 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
$1.75M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$652K |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$372K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$322K |
Top Sells
| 1 |
VanEck Mortgage REIT Income ETF
MORT
|
$6.05M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$2.12M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$810K |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$769K |
| 5 |
VanEck International High Yield Bond ETF
IHY
|
$649K |
Sector Composition
| 1 | Technology | 1.23% |
| 2 | Consumer Staples | 0.36% |
| 3 | Communication Services | 0.35% |
| 4 | Energy | 0.34% |
| 5 | Industrials | 0.21% |
