PFM
Peak Financial Management Portfolio holdings
AUM $334M
AUM
$334M
AUM Growth
+$16.7K (+0%)
Cap. Flow
+$15.7M
Cap. Flow % of AUM
4.71%
Top 10 Holdings %Top 10 Hldgs %
52.78%
Holding
108
New
12
Increased
35
Reduced
41
Closed
11
Top Buys
| 1 | $13.5M | |
| 2 | $1.25M | |
| 3 | $567K | |
| 4 | $430K | |
| 5 | $409K |
Top Sells
| 1 | $1.26M | |
| 2 | $842K | |
| 3 | $388K | |
| 4 | $355K | |
| 5 | $286K |
Sector Composition
| 1 | Technology | 3.95% |
| 2 | Communication Services | 0.67% |
| 3 | Healthcare | 0.62% |
| 4 | Industrials | 0.51% |
| 5 | Consumer Discretionary | 0.4% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $264K | 0.08% | 320 -45 | -12% | -$37.2K | |||
| $264K | 0.08% | 2,166 -1,200 | -36% | -$146K | |||
| $259K | 0.08% | 1,975 | – | – | |||
| $259K | 0.08% | 5,800 | – | – | |||
| $245K | 0.07% | 1,476 -251 | -15% | -$41.7K | |||
| $235K | 0.07% | 177 | New | +$235K | |||
| $229K | 0.07% | 409 +1 | +0.3% | +$560 | |||
| $223K | 0.07% | 5,814 +160 | +3% | +$6.15K | |||
| $221K | 0.07% | 7,905 | – | – | |||
| $219K | 0.07% | 3,718 | New | +$219K | |||
| $219K | 0.07% | 2,340 | – | – | |||
| $218K | 0.07% | 359 -45 | -11% | -$27.4K | |||
| $214K | 0.06% | 872 +26 | +3% | +$6.38K | |||
| $212K | 0.06% | 851 | New | +$212K | |||
| $211K | 0.06% | 1,271 | New | +$211K | |||
| $211K | 0.06% | 1,004 -250 | -20% | -$52.4K | |||
| $208K | 0.06% | 521 | New | +$208K | |||
| $204K | 0.06% | 1,217 | New | +$204K | |||
| $202K | 0.06% | 8,637 +58 | +0.7% | +$1.36K | |||
| $201K | 0.06% | 1,431 | – | – | |||
| $200K | 0.06% | 1,810 | New | +$200K | |||
| $31.2K | 0.01% | 24,000 | New | +$31.2K | |||
| $0 | 0% | 0 -1,283 | Closed | – | |||
| $0 | 0% | 0 -235,931 | Closed | – | |||
| $0 | 0% | 0 -450 | Closed | – |
