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
$295M
AUM Growth
+$697K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$354K
3
+$353K
4
IHY icon
VanEck International High Yield Bond ETF
IHY
+$315K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$295K

Top Sells

1
+$282K
2
+$268K
3
+$255K
4
ADBE icon
Adobe
ADBE
+$247K
5
DD icon
DuPont de Nemours
DD
+$205K

Sector Composition

1 Technology 2.9%
2 Communication Services 0.63%
3 Healthcare 0.6%
4 Industrials 0.28%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 9.21%
122,434
-604
2
$20M 6.79%
365,753
+960
3
$18.7M 6.35%
47,504
-28
4
$18.1M 6.13%
935,220
+2,024
5
$12.4M 4.21%
397,488
+13,326
6
$11.7M 3.97%
102,033
+1,952
7
$11.1M 3.77%
372,750
+270
8
$10.4M 3.53%
138,231
-497
9
$9.86M 3.34%
385,899
+3,846
10
$9.8M 3.32%
27,382
+162
11
$8.69M 2.94%
92,022
+3,742
12
$8.41M 2.85%
338,075
+12,667
13
$8.33M 2.82%
200,568
+43
14
$7.94M 2.69%
173,840
+4,578
15
$7.93M 2.69%
145,149
+4,512
16
$7.29M 2.47%
164,645
+1,524
17
$6.93M 2.35%
48,992
+348
18
$6.73M 2.28%
61,607
+1,078
19
$6.67M 2.26%
232,263
+12,330
20
$6.55M 2.22%
131,001
+3,590
21
$6.35M 2.15%
177,095
+4,873
22
$6.16M 2.09%
82,894
-346
23
$5.73M 1.94%
66,281
+2,139
24
$5.6M 1.9%
323,274
-4,506
25
$5.54M 1.88%
55,408
-465
1
2 3 4