PFM

Peak Financial Management Portfolio holdings

AUM $334M
AUM
$334M
AUM Growth
+$16.7K
Cap. Flow
+$15.7M
Cap. Flow %
4.71%
Top 10 Hldgs %
52.78%
Holding
108
New
12
Increased
35
Reduced
41
Closed
11

Top Buys

1
$13.5M
2
$1.25M
3
$567K
4
$430K
5
$409K

Top Sells

1
$1.26M
2
$842K
3
$388K
4
$355K
5
$286K

Sector Composition

1Technology3.95%
2Communication Services0.67%
3Healthcare0.62%
4Industrials0.51%
5Consumer Discretionary0.4%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$36.8M11.01%591,964
+5,448
+0.9%
+$338K
$27.4M8.2%99,616
-1,412
-1%
-$388K
$23.2M6.96%372,282
-3,425
-0.9%
-$214K
$15.6M4.67%30,312
-2,456
-8%
-$1.26M
$14.4M4.3%82,911
+7,195
+10%
+$1.25M
$13.5M4.05%282,609 New
+$13.5M
$13.1M3.93%488,206
+15,973
+3%
+$430K
$11.3M3.37%137,680
+5,002
+4%
+$409K
$11M3.28%110,829
+1,655
+2%
+$164K
$10M3.01%77,617
+52
+0.1%
+$6.73K
$9.96M2.98%252,964
+9,246
+4%
+$364K
$9.77M2.93%372,940
+3,735
+1%
+$97.9K
$9.6M2.87%225,761
+6,854
+3%
+$291K
$9.59M2.87%103,882
+2,841
+3%
+$262K
$9.45M2.83%439,001
+5,529
+1%
+$119K
$8.7M2.61%174,045
+2,685
+2%
+$134K
$7.99M2.39%35,978
-3,792
-10%
-$842K
$7.09M2.12%67,767
-566
-0.8%
-$59.2K
$6.96M2.08%300,419
+24,471
+9%
+$567K
$6.46M1.93%244,053
-961
-0.4%
-$25.4K
$5.37M1.61%93,278
+1,671
+2%
+$96.3K
$5.35M1.6%45,996
+491
+1%
+$57.1K
$4.43M1.33%200,779
-3,799
-2%
-$83.9K
$3.87M1.16%34,818
+751
+2%
+$83.4K
$3.39M1.02%171,469
-470
-0.3%
-$9.3K
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