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PFM

Peak Financial Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.4M
3
+$1.13M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.06M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.02M

Top Sells

1
+$4.83M
2
+$1.75M
3
+$1.52M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$994K

Sector Composition

1 Technology 1.84%
2 Communication Services 0.51%
3 Industrials 0.17%
4 Consumer Staples 0.13%
5 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 9%
136,729
-6,428
2
$12.5M 6.41%
970,874
+221,064
3
$12.5M 6.39%
372,236
+26,508
4
$11.9M 6.08%
50,293
-776
5
$9.72M 4.97%
156,649
-24,852
6
$9.06M 4.63%
78,553
-6,645
7
$8.63M 4.41%
456,360
-227,850
8
$8.6M 4.39%
299,166
+130
9
$6.07M 3.1%
69,714
+706
10
$5.98M 3.06%
281,529
+5,547
11
$5.75M 2.94%
409,173
+39,942
12
$5.7M 2.91%
139,547
+16,730
13
$5.7M 2.91%
108,785
+15,628
14
$5.36M 2.74%
192,910
+930
15
$5.16M 2.63%
211,346
+11,397
16
$4.97M 2.54%
66,184
-19,239
17
$4.64M 2.37%
24,359
+23,329
18
$4.62M 2.36%
188,462
-536
19
$4.41M 2.25%
131,390
+7,467
20
$4M 2.05%
63,984
+6,072
21
$3.91M 2%
78,398
+3,791
22
$3.74M 1.91%
66,634
+15,181
23
$3.67M 1.87%
163,486
+35,435
24
$3.67M 1.87%
135,116
+5,188
25
$3.64M 1.86%
52,118
-1,177
1
2 3