PFM
Peak Financial Management Portfolio holdings
AUM $334M
AUM
$334M
AUM Growth
+$16.7K (+0%)
Cap. Flow
+$15.7M
Cap. Flow % of AUM
4.71%
Top 10 Holdings %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
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.15M | 0.94% | 29,069 -2,638 | -8% | -$286K | |||
| $2.65M | 0.79% | 35,011 -37 | -0.1% | -$2.8K | |||
| $2.55M | 0.76% | 24,648 +236 | +1% | +$24.4K | |||
| $2.2M | 0.66% | 77,339 +150 | +0.2% | +$4.26K | |||
| $2.19M | 0.65% | 73,467 -11,930 | -14% | -$355K | |||
| $2.16M | 0.65% | 44,676 -4,796 | -10% | -$232K | |||
| $2.12M | 0.63% | 3,768 +192 | +5% | +$108K | |||
| $2.08M | 0.62% | 17,063 +40 | +0.2% | +$4.88K | |||
| $1.61M | 0.48% | 45,716 +2,595 | +6% | +$91.6K | |||
| $1.55M | 0.46% | 38,447 -3,434 | -8% | -$138K | |||
| $1.17M | 0.35% | 22,926 -85 | -0.4% | -$4.32K | |||
| $1.12M | 0.34% | 2,992 -230 | -7% | -$86.4K | |||
| $1.11M | 0.33% | 10,709 -586 | -5% | -$60.8K | |||
| $1.07M | 0.32% | 5,634 -47 | -0.8% | -$8.94K | |||
| $991K | 0.3% | 5,738 -249 | -4% | -$43K | |||
| $938K | 0.28% | 20,735 -1,837 | -8% | -$83.1K | |||
| $929K | 0.28% | 29,258 -1,959 | -6% | -$62.2K | |||
| $834K | 0.25% | 6,299 +8 | +0.1% | +$1.06K | |||
| $794K | 0.24% | 5,085 +92 | +2% | +$14.4K | |||
| $744K | 0.22% | 787 -2 | -0.3% | -$1.89K | |||
| $683K | 0.2% | 4,676 +1,210 | +35% | +$177K | |||
| $667K | 0.2% | 18,593 -625 | -3% | -$22.4K | |||
| $666K | 0.2% | 8,146 -205 | -2% | -$16.7K | |||
| $652K | 0.2% | 4,215 -205 | -5% | -$31.7K | |||
| $631K | 0.19% | 6,160 -85 | -1% | -$8.71K |
