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
$315M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$462K
3
+$375K
4
TSM icon
TSMC
TSM
+$340K
5
MRK icon
Merck
MRK
+$333K

Top Sells

1
+$945K
2
+$508K
3
+$315K
4
CVX icon
Chevron
CVX
+$241K
5
LADR
Ladder Capital
LADR
+$228K

Sector Composition

1 Technology 4.4%
2 Healthcare 0.81%
3 Communication Services 0.7%
4 Industrials 0.53%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$604K 0.19%
5,550
-35
52
$567K 0.18%
3,835
-130
53
$516K 0.16%
4,730
+106
54
$508K 0.16%
653
+263
55
$462K 0.15%
2,560
+961
56
$457K 0.15%
730
-41
57
$443K 0.14%
10,553
-797
58
$432K 0.14%
3,754
+56
59
$416K 0.13%
18,098
+2,940
60
$398K 0.13%
2,455
61
$387K 0.12%
3,329
-147
62
$384K 0.12%
8,818
+3,763
63
$381K 0.12%
22,000
64
$365K 0.12%
1,890
+250
65
$358K 0.11%
4,139
+405
66
$349K 0.11%
2,655
+513
67
$340K 0.11%
+2,500
68
$336K 0.11%
4,736
-142
69
$333K 0.11%
+2,521
70
$323K 0.1%
4,865
71
$322K 0.1%
15,563
-388
72
$293K 0.09%
603
-100
73
$291K 0.09%
693
+40
74
$287K 0.09%
2,825
+400
75
$281K 0.09%
+2,192
1 2
3
4