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
51
$804K 0.45%
+20,787
52
$748K 0.42%
+25,556
53
$741K 0.41%
+48,936
54
$735K 0.41%
+6,887
55
$729K 0.41%
+13,546
56
$724K 0.4%
+9,722
57
$722K 0.4%
+25,386
58
$719K 0.4%
+28,084
59
$716K 0.4%
+13,079
60
$714K 0.4%
+6,297
61
$707K 0.4%
+28,674
62
$702K 0.39%
+6,611
63
$678K 0.38%
+9,958
64
$653K 0.36%
+24,837
65
$640K 0.36%
+6,032
66
$638K 0.36%
+3,987
67
$625K 0.35%
+4,185
68
$604K 0.34%
+9,257
69
$601K 0.34%
+23,613
70
$557K 0.31%
+12,463
71
$551K 0.31%
+13,306
72
$547K 0.31%
+3,271
73
$531K 0.3%
+8,553
74
$517K 0.29%
+11,120
75
$495K 0.28%
+7,547
1 2
3
4 5