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
$129M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.17M
3
+$1.61M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.23M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.15M

Top Sells

1
+$4.56M
2
+$2.96M
3
+$2.69M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.75M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.56M

Sector Composition

1 Communication Services 0%
2 Consumer Staples 0%
3 Energy 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$782K 0.61%
27,725
-5,968
27
$543K 0.42%
4,802
+688
28
$478K 0.37%
9,901
-3,405
29
$430K 0.33%
6,171
-2,212
30
$363K 0.28%
3,094
-7
31
$347K 0.27%
+15,302
32
$330K 0.26%
8,795
-166
33
$245K 0.19%
4,804
-18,444
34
$195K 0.15%
+3,712
35
$185K 0.14%
+2,264
36
$85K 0.07%
+3,850
37
$80K 0.06%
+1,790
38
$49K 0.04%
+346
39
$26K 0.02%
+680
40
$24K 0.02%
918
-7,770
41
$21K 0.02%
+198
42
$20K 0.02%
+677
43
$18K 0.01%
+652
44
$11K 0.01%
+636
45
$10K 0.01%
+196
46
$9K 0.01%
405
-16,970
47
$8K 0.01%
+315
48
$8K 0.01%
+163
49
$7K 0.01%
+268
50
$7K 0.01%
309
-32,260
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