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
$334M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$585K
3
+$579K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$399K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$379K

Top Sells

1
+$718K
2
+$387K
3
+$316K
4
NVO icon
Novo Nordisk
NVO
+$283K
5
AMD icon
Advanced Micro Devices
AMD
+$253K

Sector Composition

1 Technology 5.19%
2 Communication Services 0.77%
3 Consumer Discretionary 0.66%
4 Industrials 0.47%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.6M 10.35%
586,516
+6,437
2
$29.3M 8.77%
101,028
-818
3
$23.8M 7.13%
375,707
-644
4
$17.7M 5.29%
32,768
-1,332
5
$13.3M 3.97%
75,716
+3,338
6
$12.2M 3.65%
472,233
+7,195
7
$10.7M 3.19%
132,678
+9,059
8
$10.6M 3.17%
109,174
+2,849
9
$10.2M 3.06%
369,205
-3,185
10
$9.96M 2.98%
39,770
+110
11
$9.84M 2.95%
433,472
+12,878
12
$9.35M 2.8%
243,718
+6,997
13
$9.33M 2.79%
218,907
+9,365
14
$9.11M 2.73%
101,041
+290
15
$8.52M 2.55%
77,565
-470
16
$8.34M 2.5%
171,360
+2,247
17
$7.87M 2.36%
68,333
+1,998
18
$7.46M 2.23%
345,464
-7,439
19
$6.26M 1.88%
275,948
+25,508
20
$6.2M 1.86%
245,014
+11,460
21
$5.35M 1.6%
45,505
-430
22
$5.25M 1.57%
91,607
+808
23
$5.05M 1.51%
235,931
-18,073
24
$4.74M 1.42%
204,578
-5,635
25
$4.26M 1.28%
31,707
+1,103
1
2 3 4 5