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
+$16.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$1.25M
3
+$567K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$430K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$409K

Top Sells

1
+$7.46M
2
+$5.05M
3
+$1.26M
4
AAPL icon
Apple
AAPL
+$842K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$508K

Sector Composition

1 Technology 3.95%
2 Communication Services 0.67%
3 Healthcare 0.62%
4 Industrials 0.51%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.8M 11.01%
591,964
+5,448
2
$27.4M 8.2%
99,616
-1,412
3
$23.2M 6.96%
372,282
-3,425
4
$15.6M 4.67%
30,312
-2,456
5
$14.4M 4.3%
82,911
+7,195
6
$13.5M 4.05%
+282,609
7
$13.1M 3.93%
488,206
+15,973
8
$11.3M 3.37%
137,680
+5,002
9
$11M 3.28%
110,829
+1,655
10
$10M 3.01%
77,617
+52
11
$9.96M 2.98%
252,964
+9,246
12
$9.77M 2.93%
372,940
+3,735
13
$9.6M 2.87%
225,761
+6,854
14
$9.59M 2.87%
103,882
+2,841
15
$9.45M 2.83%
439,001
+5,529
16
$8.7M 2.61%
174,045
+2,685
17
$7.99M 2.39%
35,978
-3,792
18
$7.09M 2.12%
67,767
-566
19
$6.96M 2.08%
300,419
+24,471
20
$6.46M 1.93%
244,053
-961
21
$5.37M 1.61%
93,278
+1,671
22
$5.35M 1.6%
45,996
+491
23
$4.43M 1.33%
200,779
-3,799
24
$3.87M 1.16%
34,818
+751
25
$3.39M 1.02%
171,469
-470
1
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