PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
-0.71%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(+0.24%)
Cap. Flow
+$3.69M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
50.62%
Holding
76
New
5
Increased
40
Reduced
18
Closed
5
Top Buys
Top Sells
| 1 |
PayPal
PYPL
|
$282K |
| 2 |
Exxon Mobil
XOM
|
$268K |
| 3 |
GE Aerospace
GE
|
$255K |
| 4 |
Adobe
ADBE
|
$247K |
| 5 |
DuPont de Nemours
DD
|
$205K |
Sector Composition
| 1 | Technology | 2.9% |
| 2 | Communication Services | 0.63% |
| 3 | Healthcare | 0.6% |
| 4 | Industrials | 0.28% |
| 5 | Consumer Discretionary | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Exxon Mobil
XOM
$487B
| – | – |
-4,246
| Closed | -$268K |
|