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
$147M
AUM Growth
+$738K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.83M
3
+$4.06M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.92M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.81M

Top Sells

1
+$6.83M
2
+$5.34M
3
+$4.29M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.5M
5
ET icon
Energy Transfer Partners
ET
+$3.14M

Sector Composition

1 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-74,998
27
– –
-45,427
28
– –
-78,153
29
– –
-305,664
30
– –
-374,355
1
2