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
$213M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$479K
3 +$361K
4
IBB icon
iShares Biotechnology ETF
IBB
+$243K
5
XOM icon
Exxon Mobil
XOM
+$217K

Sector Composition

1 Technology 2.15%
2 Communication Services 0.54%
3 Energy 0.22%
4 Industrials 0.17%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$243K 0.11%
+1,780
52
$242K 0.11%
7,956
+37
53
$217K 0.1%
+4,841
54
$211K 0.1%
+2,532
55
-2,504
56
-19,224