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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
$136M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$2.2M
3
+$995K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$993K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$610K

Top Sells

1
+$7.18M
2
+$5.58M
3
+$3.14M
4
BX icon
Blackstone
BX
+$1.93M
5
VLO icon
Valero Energy
VLO
+$1.5M

Sector Composition

1 Financials 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2K ﹤0.01%
24
52
$2K ﹤0.01%
22
53
$1K ﹤0.01%
34
54
$1K ﹤0.01%
18
55
$1K ﹤0.01%
4
56
$1K ﹤0.01%
8
57
$1K ﹤0.01%
18
58
$1K ﹤0.01%
13
59
$1K ﹤0.01%
9
60
$1K ﹤0.01%
22
61
$1K ﹤0.01%
4
62
– –
-210
63
$0 ﹤0.01%
15
64
– –
-251
65
– –
-150
66
– –
-368
67
– –
-92
68
– –
-514
69
– –
-555
70
– –
-130
71
$0 ﹤0.01%
5
72
– –
-201
73
– –
-750
74
– –
-120,580
75
– –
-480
1 2
3
4 5