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
$219M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.35%
2 Real Estate 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$254K 0.12%
+14,717
27
$241K 0.11%
+20,175
28
$229K 0.1%
+3,115
29
$222K 0.1%
+5,910
30
$103K 0.05%
+11,785