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
$196M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.84%
2 Communication Services 0.51%
3 Industrials 0.17%
4 Consumer Staples 0.13%
5 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$206K 0.11%
+3,540
52
$203K 0.1%
959
+109
53
-5,044
54
-8,653
55
-7,365
56
-1,780
57
-3,397