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
+$7.98M
2
+$5.66M
3
+$2.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.36M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.66M

Top Sells

1
+$5.5M
2
+$3.64M
3
+$1.5M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$772K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$761K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-3,600
52
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53
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54
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-3
55
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59
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60
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-1,500
61
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63
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64
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66
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-3
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69
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74
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-240,580
75
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-4,435
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