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
$225M
AUM Growth
+$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$307K
3
+$247K
4
LYFT icon
Lyft
LYFT
+$208K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$190K

Top Sells

1
+$336K
2
+$188K
3
+$182K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$170K
5
AAPL icon
Apple
AAPL
+$65.4K

Sector Composition

1 Technology 1.5%
2 Consumer Staples 0.37%
3 Communication Services 0.37%
4 Energy 0.28%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 9.77%
145,648
+480
2
$14.2M 6.32%
52,160
+8
3
$13.7M 6.11%
344,383
+4,619
4
$13.7M 6.1%
700,210
+1,310
5
$13.3M 5.93%
182,024
+4,315
6
$12.1M 5.38%
760,960
-10,696
7
$9.65M 4.29%
85,264
+2,711
8
$8.27M 3.67%
291,482
+8,716
9
$6.95M 3.09%
368,961
+6,612
10
$6.7M 2.98%
274,032
+5,268
11
$6.38M 2.84%
87,941
-2,509
12
$6.36M 2.83%
200,087
+207
13
$6.35M 2.82%
196,489
+1,078
14
$6.29M 2.8%
68,975
+1,385
15
$5.79M 2.57%
124,583
+4,086
16
$5.53M 2.46%
192,625
+2,988
17
$5.35M 2.38%
169,556
+4,922
18
$5.15M 2.29%
228,057
-8,305
19
$5.14M 2.28%
55,117
+306
20
$5.07M 2.25%
125,883
+903
21
$4.53M 2.01%
74,187
+1,313
22
$4.42M 1.96%
373,542
+7,614
23
$4.24M 1.88%
57,525
+896
24
$3.98M 1.77%
51,174
+813
25
$3.41M 1.51%
126,630
-570
1
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