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
$319M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$499K
2 +$410K
3 +$341K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$287K
5
NVO icon
Novo Nordisk
NVO
+$281K

Sector Composition

1 Technology 4.93%
2 Communication Services 0.79%
3 Healthcare 0.53%
4 Industrials 0.5%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-600
102
-2,715