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
$281M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$1.87M
3 +$1.13M
4
USRT icon
iShares Core US REIT ETF
USRT
+$892K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$570K

Sector Composition

1 Technology 4.62%
2 Communication Services 0.69%
3 Healthcare 0.48%
4 Consumer Discretionary 0.42%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$231K 0.08%
2,100
77
$202K 0.07%
+420
78
0
79
-3,377
80
-6,727