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
$294M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$669K
3
+$543K
4
IHY icon
VanEck International High Yield Bond ETF
IHY
+$523K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$438K

Top Sells

1
+$355K
2
+$326K
3
+$238K
4
TSLA icon
Tesla
TSLA
+$225K
5
LYFT icon
Lyft
LYFT
+$224K

Sector Composition

1 Technology 2.91%
2 Communication Services 0.63%
3 Healthcare 0.41%
4 Industrials 0.38%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 9.31%
123,038
-1,595
2
$20.3M 6.88%
364,793
+2,959
3
$18.7M 6.35%
47,532
-350
4
$18.4M 6.25%
933,196
+4,374
5
$12M 4.08%
384,162
+21,420
6
$11.5M 3.92%
100,081
+7,027
7
$10.9M 3.71%
372,480
-1,910
8
$10.5M 3.56%
138,728
+339
9
$9.97M 3.39%
382,053
-7,110
10
$9.65M 3.28%
27,220
-63
11
$8.39M 2.85%
88,280
+5,716
12
$8.39M 2.85%
325,408
+20,289
13
$8.34M 2.83%
200,525
-2,311
14
$7.8M 2.65%
169,262
+9,504
15
$7.71M 2.62%
140,637
+6,917
16
$7.54M 2.56%
163,121
-5,158
17
$6.92M 2.35%
127,411
+2,519
18
$6.84M 2.32%
60,529
-2,888
19
$6.66M 2.26%
48,644
-757
20
$6.46M 2.19%
219,933
+9,674
21
$6.23M 2.12%
83,240
-607
22
$6.19M 2.1%
64,142
+2,964
23
$5.94M 2.02%
172,222
+7,819
24
$5.7M 1.93%
327,780
-1,536
25
$5.65M 1.92%
55,873
-362
1
2 3