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
$260M
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$7.96M
2 +$483K
3 +$428K
4
CVX icon
Chevron
CVX
+$333K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$323K

Sector Composition

1 Technology 5.99%
2 Communication Services 0.52%
3 Healthcare 0.3%
4 Consumer Staples 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,490
77
-2,126