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
$222M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$5.64M
2 +$2.99M
3 +$481K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$350K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$293K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.44%
3 Energy 0.35%
4 Industrials 0.23%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$217K 0.1%
1,318
-1,327
52
-16,300
53
-1,814