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
$319M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$515K
3
+$458K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$453K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$416K

Top Sells

1
+$499K
2
+$410K
3
+$341K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$287K
5
NVO icon
Novo Nordisk
NVO
+$281K

Sector Composition

1 Technology 4.93%
2 Communication Services 0.79%
3 Healthcare 0.53%
4 Industrials 0.5%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.8M 10.89%
577,113
+7,510
2
$27.4M 8.58%
102,524
-752
3
$22.8M 7.14%
375,482
+2,274
4
$17.5M 5.47%
34,972
-573
5
$11.8M 3.7%
453,984
-15,778
6
$10M 3.14%
103,228
-5,139
7
$9.91M 3.1%
329,857
-7,007
8
$9.58M 3%
369,162
+2,139
9
$9.57M 3%
119,784
+4,144
10
$9.32M 2.92%
44,245
-1,621
11
$8.77M 2.75%
232,941
+5,911
12
$8.64M 2.7%
204,771
-1,679
13
$8.57M 2.68%
408,870
+13,668
14
$8.4M 2.63%
100,689
-37
15
$8.12M 2.54%
163,393
+860
16
$8.07M 2.52%
78,324
-186
17
$7.63M 2.39%
346,764
+5,565
18
$7.38M 2.31%
149,309
-877
19
$6.98M 2.18%
65,412
+280
20
$6.16M 1.93%
225,443
-408
21
$5.4M 1.69%
252,021
-11,918
22
$5.39M 1.69%
236,382
+22,588
23
$5.21M 1.63%
46,370
-1,284
24
$4.86M 1.52%
90,766
+1,020
25
$4.5M 1.41%
210,243
-5,991
1
2 3 4 5