PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
+2.78%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(+2.7%)
Cap. Flow
+$249K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
56.3%
Holding
53
New
2
Increased
23
Reduced
20
Closed
2
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alibaba
BABA
$322B
| $217K | 0.1% |
1,318
-1,327
| -50% | -$218K |
|
52
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$770M
| – | – |
-9,070
| Closed | -$221K |
|
|
SHNY
53
DELISTED
Direxion Daily Silver Miners Index Bull 2X Shares
SHNY
| – | – |
-16,300
| Closed | -$116K |
|