PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
+2.45%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$223M
AUM Growth
+$223M
(+2.4%)
Cap. Flow
-$34.7K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
53.71%
Holding
56
New
–
Increased
23
Reduced
25
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.3% |
| 2 | Consumer Staples | 0.38% |
| 3 | Communication Services | 0.36% |
| 4 | Energy | 0.31% |
| 5 | Industrials | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Enbridge
ENB
$105B
| $283K | 0.13% |
7,833
| – | – |
|
52
Procter & Gamble
PG
$368B
| $269K | 0.12% |
2,450
+200
| +9% | +$22K |
|
53
VanEck Mortgage REIT Income ETF
MORT
$325M
| $256K | 0.12% |
11,028
| – | – |
|
54
Alphabet (Google) Class C
GOOG
$2.58T
| $225K | 0.1% |
208
+25
| +14% | +$27K |
|
55
Vanguard Consumer Discretionary ETF
VCR
$6.41B
| $222K | 0.1% |
1,240
| – | – |
|
56
Vanguard FTSE Developed Markets ETF
VEA
$171B
| – | – |
-5,443
| Closed | -$222K |
|