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
$150M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.5M
3
+$1.48M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.42M
5
MBB icon
iShares MBS ETF
MBB
+$1.17M

Top Sells

1
+$7.53M
2
+$2.23M
3
+$1.92M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.62M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.45M

Sector Composition

1 Technology 3.29%
2 Industrials 1.95%
3 Energy 1.51%
4 Consumer Staples 1.28%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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