Managed by Ptm Wealth Management, Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | S | $28.5M | 702.5K | 0.00% | — |
| 6 | S | $26.8M | 659.9K | 0.00% | — |
| 7 | L | $26.4M | 787.2K | 0.00% | — |
| 8 | S STE — | $26.1M | 180.4K | 0.00% | — |
| 9 | S STE — | $25.2M | 87.7K | 0.00% | — |
| 10 | S | $24.7M | 609.8K | 0.00% | — |
| 11 | S | $24.2M | 1.16M | 0.00% | — |
| 12 | S STE — | $22.4M | 163.4K | 0.00% | — |
| 13 | S STE — | $22M | 85.8K | 0.00% | — |
| 14 | S | $19M | 471.5K | 0.00% | — |
| 15 | S STE — | $14.2M | 78.8K | 0.00% | — |
| 16 | I IAU — | $13.8M | 180.4K | 0.00% | — |
| 17 | I IAU — | $12.9M | 171.8K | 0.00% | — |
| 18 | I IAU — | $12.7M | 157.0K | 0.00% | — |
| 19 | L | $12.1M | 361.5K | 0.00% | — |
| 20 | I IAU — | $11.6M | 151.6K | 0.00% | — |