PFM
Peak Financial Management Portfolio holdings
AUM
$352M
1-Year Return
11.68%
This Quarter Return
-6.6%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$240M
AUM Growth
-$20.2M
(-7.8%)
Cap. Flow
-$47.4M
Cap. Flow
% of AUM
-19.77%
Top 10 Holdings %
Top 10 Hldgs %
48.92%
Holding
71
New
5
Increased
28
Reduced
25
Closed
5
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$51.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$897K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$493K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$416K |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$394K |
Sector Composition
| 1 | Technology | 3.56% |
| 2 | Communication Services | 0.51% |
| 3 | Healthcare | 0.3% |
| 4 | Consumer Staples | 0.25% |
| 5 | Consumer Discretionary | 0.22% |
