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
51
$6K ﹤0.01%
+251
52
$5K ﹤0.01%
+210
53
$4K ﹤0.01%
+34
54
$2K ﹤0.01%
+24
55
$2K ﹤0.01%
+37
56
$1K ﹤0.01%
+13
57
$1K ﹤0.01%
+9
58
$1K ﹤0.01%
+34
59
$1K ﹤0.01%
+25
60
$1K ﹤0.01%
+22
61
$1K ﹤0.01%
+4
62
$1K ﹤0.01%
+4
63
$1K ﹤0.01%
+8
64
$1K ﹤0.01%
+18
65
$1K ﹤0.01%
+18
66
$1K ﹤0.01%
+15
67
– –
-118,344
68
– –
-12,084
69
– –
-809
70
$0 ﹤0.01%
+3
71
$0 ﹤0.01%
+5
72
– –
-1,699
73
$0 ﹤0.01%
+3
74
– –
-3,266
75
– –
-10,021
1 2
3
4 5