PCM

Peak Capital Management Portfolio holdings

AUM $93.5M
1-Year Est. Return 2.28%
This Quarter Est. Return
1 Year Est. Return
-2.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$10.5M
4
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$9.53M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$8.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.79%
2 Industrials 2.91%
3 Consumer Staples 2.52%
4 Financials 2.06%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.88%
+63,913
27
$1.4M 0.78%
+17,567
28
$1.4M 0.78%
+92,415
29
$1.36M 0.76%
+20,217
30
$1.36M 0.76%
+16,050
31
$1.33M 0.74%
+42,570
32
$1.33M 0.74%
+37,915
33
$1.32M 0.74%
+43,218
34
$1.31M 0.73%
+12,488
35
$1.26M 0.71%
+38,965
36
$1.18M 0.66%
+7,353
37
$1.17M 0.66%
+44,128
38
$1.13M 0.63%
+15,574
39
$1.13M 0.63%
+22,874
40
$1.1M 0.62%
+28,120
41
$1.09M 0.61%
+9,913
42
$1.09M 0.61%
+14,133
43
$1.07M 0.6%
+11,449
44
$1.06M 0.59%
+21,534
45
$1.04M 0.58%
+41,169
46
$997K 0.56%
+13,830
47
$968K 0.54%
+92,680
48
$944K 0.53%
+5,571
49
$871K 0.49%
+29,060
50
$834K 0.47%
+7,065
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