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
$315M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$462K
3
+$375K
4
TSM icon
TSMC
TSM
+$340K
5
MRK icon
Merck
MRK
+$333K

Top Sells

1
+$945K
2
+$508K
3
+$315K
4
CVX icon
Chevron
CVX
+$241K
5
LADR
Ladder Capital
LADR
+$228K

Sector Composition

1 Technology 4.4%
2 Healthcare 0.81%
3 Communication Services 0.7%
4 Industrials 0.53%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1.19%
35,093
-194
27
$3.42M 1.09%
175,550
-6,380
28
$2.87M 0.91%
31,810
+5,110
29
$2.72M 0.86%
36,621
-368
30
$1.99M 0.63%
3,776
-207
31
$1.96M 0.62%
17,028
+19
32
$1.59M 0.5%
78,050
33
$1.45M 0.46%
14,559
+130
34
$1.39M 0.44%
3,295
-514
35
$1.38M 0.44%
38,045
-1,140
36
$1.35M 0.43%
26,881
37
$1.24M 0.39%
31,054
+1,477
38
$1.21M 0.38%
38,796
-1,020
39
$1M 0.32%
24,049
-1,709
40
$985K 0.31%
6,051
+363
41
$924K 0.29%
5,120
-311
42
$831K 0.26%
7,915
+3
43
$811K 0.26%
5,328
-370
44
$792K 0.25%
9,907
+824
45
$720K 0.23%
20,103
-1,135
46
$717K 0.23%
1,615
-164
47
$661K 0.21%
4,378
-2,090
48
$649K 0.21%
886
+300
49
$634K 0.2%
6,290
-20
50
$611K 0.19%
6,261
+11
1
2
3 4