PFM
Peak Financial Management Portfolio holdings
AUM
$378M
1-Year Est. Return
11.99%
1 Year Est. Return
+11.99%
AUM
$352M
AUM Growth
+$17.6M
(+5.3%)
Holding
105
Top Buys
| 1 | +$6.91M | |
| 2 | +$5.07M | |
| 3 | +$4.91M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$762K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$549K |
Top Sells
| 1 | +$6M | |
| 2 | +$4.63M | |
| 3 | +$3.67M | |
| 4 |
Apple
AAPL
|
+$3.14M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$919K |
Sector Composition
| 1 | Technology | 3.07% |
| 2 | Communication Services | 0.6% |
| 3 | Industrials | 0.52% |
| 4 | Consumer Discretionary | 0.39% |
| 5 | Consumer Staples | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Intuitive Surgical
ISRG
$160B
| – | – |
-613
|
|
||
102
Consolidated Edison
ED
$36.5B
| – | – |
-1,810
|
|
||
103
Chevron
CVX
$308B
| – | – |
-1,217
|
|
||
104
Aon
AON
$74.7B
| – | – |
-521
|
|
||
105
AbbVie
ABBV
$406B
| – | – |
-1,004
|
|