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
76
$494K 0.28%
+4,426
77
$492K 0.27%
+5,624
78
$488K 0.27%
+4,224
79
$482K 0.27%
+3,998
80
$478K 0.27%
+3,167
81
$465K 0.26%
+19,759
82
$453K 0.25%
+20,156
83
$435K 0.24%
+9,884
84
$418K 0.23%
+23,912
85
$398K 0.22%
+4,444
86
$379K 0.21%
+13,553
87
$373K 0.21%
+7,700
88
$367K 0.21%
+1,892
89
$332K 0.19%
+5,115
90
$331K 0.19%
+3,619
91
$329K 0.18%
+13,560
92
$323K 0.18%
+11,924
93
$305K 0.17%
+2,905
94
$301K 0.17%
+6,200
95
$294K 0.16%
+2,225
96
$277K 0.15%
+1,809
97
$258K 0.14%
+2,788
98
$239K 0.13%
+24,000
99
$239K 0.13%
+4,349
100
$233K 0.13%
+8,170
1 2 3
4
5