PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
+3.28%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(+4.4%)
Cap. Flow
+$4.19M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
48.65%
Holding
80
New
11
Increased
30
Reduced
28
Closed
2
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $231K | 0.08% |
2,100
| – | – |
|
77
UnitedHealth
UNH
$281B
| $202K | 0.07% |
+420
| New | +$202K |
|
|
XXII
78
22nd Century Group
XXII
$6.15M
| $9.95K | ﹤0.01% |
26,000
| – | – |
|
79
Pfizer
PFE
$141B
| – | – |
-6,727
| Closed | -$274K |
|
80
Energy Select Sector SPDR Fund
XLE
$27.6B
| – | – |
-3,377
| Closed | -$280K |
|