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
$315M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$462K
3
+$375K
4
TSM icon
TSMC
TSM
+$340K
5
MRK icon
Merck
MRK
+$333K

Top Sells

1
+$945K
2
+$508K
3
+$315K
4
CVX icon
Chevron
CVX
+$241K
5
LADR
Ladder Capital
LADR
+$228K

Sector Composition

1 Technology 4.4%
2 Healthcare 0.81%
3 Communication Services 0.7%
4 Industrials 0.53%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.08%
+821
77
$263K 0.08%
2,100
78
$258K 0.08%
+2,050
79
$246K 0.08%
+5,134
80
$245K 0.08%
1,850
-300
81
$245K 0.08%
5,800
82
$243K 0.08%
6,024
+175
83
$234K 0.07%
+560
84
$233K 0.07%
3,399
-655
85
$233K 0.07%
1,323
-675
86
$232K 0.07%
+1,274
87
$222K 0.07%
4,380
88
$221K 0.07%
+2,340
89
$220K 0.07%
+1,571
90
$220K 0.07%
+600
91
$217K 0.07%
+2,784
92
$212K 0.07%
+7,905
93
$212K 0.07%
8,622
-322
94
$210K 0.07%
6,524
+204
95
$208K 0.07%
2,715
+66
96
$203K 0.06%
+1,286
97
– –
-19,826
98
– –
-1,340
99
– –
-1,617
1 2 3
4