PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
-15.85%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(-16%)
Cap. Flow
+$250K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
52.45%
Holding
57
New
1
Increased
30
Reduced
21
Closed
5
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class A
GOOGL
$2.57T
| $206K | 0.11% |
+177
| New | +$206K |
|
52
Vanguard Information Technology ETF
VGT
$99.7B
| $203K | 0.1% |
959
+109
| +13% | +$23.1K |
|
53
Diageo
DEO
$62.1B
| – | – |
-3,397
| Closed | -$572K |
|
54
iShares Biotechnology ETF
IBB
$5.6B
| – | – |
-1,780
| Closed | -$215K |
|
55
LeMaitre Vascular
LMAT
$2.16B
| – | – |
-7,365
| Closed | -$265K |
|
56
VanEck Mortgage REIT Income ETF
MORT
$325M
| – | – |
-8,653
| Closed | -$207K |
|
57
Exxon Mobil
XOM
$487B
| – | – |
-5,044
| Closed | -$352K |
|