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
$259M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$8.17M
2 +$6.74M
3 +$2.69M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.7M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$913K

Sector Composition

1 Technology 0.82%
2 Communication Services 0.37%
3 Consumer Staples 0.31%
4 Industrials 0.25%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,711