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
+$16.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$7.46M
2 +$5.05M
3 +$1.26M
4
AAPL icon
Apple
AAPL
+$842K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$508K

Sector Composition

1 Technology 3.95%
2 Communication Services 0.67%
3 Healthcare 0.62%
4 Industrials 0.51%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-345,464
102
-320
103
-1,283
104
-235,931
105
-450
106
-591
107
-10,170
108
-13,692