PFM
Peak Financial Management Portfolio holdings
AUM
$352M
This Quarter Return
+6.32%
1 Year Return
+11.68%
3 Year Return
+35.93%
5 Year Return
+53.92%
10 Year Return
–
AUM
$341M
AUM Growth
+$341M
(+6.6%)
Cap. Flow
+$1.54M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
51.5%
Holding
100
New
6
Increased
40
Reduced
32
Closed
2
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$7.74M |
| 2 |
Fidelity MSCI Materials Index ETF
FMAT
|
$5.31M |
| 3 |
Apple
AAPL
|
$1.07M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$460K |
| 5 |
Boeing
BA
|
$412K |
Sector Composition
| 1 | Technology | 4.55% |
| 2 | Communication Services | 0.73% |
| 3 | Healthcare | 0.65% |
| 4 | Industrials | 0.42% |
| 5 | Consumer Discretionary | 0.36% |
