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
$224M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.46%
2 Energy 0.35%
3 Communication Services 0.34%
4 Consumer Staples 0.2%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$288K 0.13%
+9,363
27
$253K 0.11%
+3,015
28
$241K 0.11%
+310,629
29
$223K 0.1%
+2,188
30
$217K 0.1%
+2,561
31
$203K 0.09%
+967
32
$176K 0.08%
+176,328
33
$142K 0.06%
+12,950
34
$96K 0.04%
+11,129