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 | |
|---|---|---|---|---|---|---|---|
| $534K | 0.16% | 22,214 +214 | +1% | +$5.15K | |||
| $515K | 0.15% | 4,485 -45 | -1% | -$5.17K | |||
| $494K | 0.15% | 10,901 | – | – | |||
| $471K | 0.14% | 1,005 -569 | -36% | -$267K | |||
| $461K | 0.14% | 2,707 -4 | -0.2% | -$682 | |||
| $451K | 0.14% | 790 -4 | -0.5% | -$2.29K | |||
| $450K | 0.13% | 5,365 +500 | +10% | +$42K | |||
| $447K | 0.13% | 3,669 -75 | -2% | -$9.14K | |||
| $428K | 0.13% | 4,492 +10 | +0.2% | +$953 | |||
| $423K | 0.13% | 18,323 +460 | +3% | +$10.6K | |||
| $414K | 0.12% | 3,808 +70 | +2% | +$7.61K | |||
| $388K | 0.12% | 8,873 -25 | -0.3% | -$1.09K | |||
| $374K | 0.11% | 1,871 -499 | -21% | -$99.9K | |||
| $371K | 0.11% | 4,096 -510 | -11% | -$46.2K | |||
| $369K | 0.11% | 693 -350 | -34% | -$186K | |||
| $353K | 0.11% | 2,969 -1,844 | -38% | -$219K | |||
| $348K | 0.1% | 4,468 | – | – | |||
| $348K | 0.1% | 3,450 +943 | +38% | +$95.1K | |||
| $336K | 0.1% | 1,166 +224 | +24% | +$64.5K | |||
| $304K | 0.09% | 613 | New | +$304K | |||
| $292K | 0.09% | 507 -85 | -14% | -$49K | |||
| $289K | 0.09% | 2,985 | – | – | |||
| $284K | 0.08% | 585 | New | +$284K | |||
| $272K | 0.08% | 892 | New | +$272K | |||
| $265K | 0.08% | 2,100 | – | – |
