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
$334M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$718K
2 +$387K
3 +$316K
4
NVO icon
Novo Nordisk
NVO
+$283K
5
AMD icon
Advanced Micro Devices
AMD
+$253K

Sector Composition

1 Technology 5.19%
2 Communication Services 0.77%
3 Consumer Discretionary 0.66%
4 Industrials 0.47%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,425
102
-6,224
103
-4,543
104
-2,465
105
-1,544