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PCM

Peak Capital Management Portfolio holdings

AUM $93.5M
1-Year Est. Return 2.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$5.32M
3
+$2.64M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.25M
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$1.79M

Top Sells

1
+$5.74M
2
+$3.64M
3
+$1.62M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$825K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$812K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.85%
41,108
-10,174
27
$962K 0.69%
36,418
-1,159
28
$668K 0.48%
29,845
-3,738
29
$619K 0.44%
5,655
-300
30
$525K 0.38%
10,418
+5,614
31
$386K 0.28%
9,889
-12
32
$363K 0.26%
6,171
-129
33
$347K 0.25%
3,077
+23
34
$260K 0.19%
7,582
+66
35
– –
-13
36
– –
-82
37
– –
-34
38
– –
-700
39
– –
-103
40
– –
-22
41
– –
-8
42
– –
-1,500
43
– –
-5
44
– –
-10
45
– –
-18
46
– –
-24
47
– –
-362
48
– –
-6
49
– –
-14
50
– –
-1,790
1
2
3