Peak Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Peak Asset Management’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,513	Closed	-$254K	–	124
2019 Q2	$254K	Sell	5,513 -1,523	-22%	-$68.6K	0.08%	108
2019 Q1	$315K	Sell	7,036 -1,052	-13%	-$45.7K	0.11%	98
2018 Q4	$334K	Sell	8,088 -4,145	-34%	-$177K	0.13%	91
2018 Q3	$552K	Buy	12,233 +2,158	+21%	+$96.7K	0.19%	71
2018 Q2	$447K	Buy	+10,075	New	+$450K	0.16%	78

Other funds holding AOR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return