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
$223M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$348K
2 +$347K
3 +$270K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$222K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$196K

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 Change
in Stake
Capital Flow
51
$283K 0.13%
7,833
52
$269K 0.12%
2,450
+200
53
$256K 0.12%
11,028
54
$225K 0.1%
4,160
+500
55
$222K 0.1%
1,240
56
-5,443