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
$298M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.93%
2 Communication Services 0.67%
3 Healthcare 0.37%
4 Industrials 0.29%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-959
77
-1,772
78
-4,203
79
-366
80
-3,530
81
-1,840
82
-6,545
83
-2,649
84
-355