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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
$129M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$5.13M
3
+$1.63M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.25M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.17M

Top Sells

1
+$4.56M
2
+$2.96M
3
+$2.69M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.83M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.54M

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
76
– –
-112,341
77
– –
-127,083
78
$0 ﹤0.01%
+15
79
$0 ﹤0.01%
+3
80
$0 ﹤0.01%
+5
81
– –
-1,699
82
$0 ﹤0.01%
+3
83
– –
-3,266
84
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-10,021
85
– –
-25,373
86
– –
-41,850
87
– –
-24,000
88
– –
-41,663
89
– –
-4,528
90
– –
-19,835
91
$0 ﹤0.01%
+2
92
– –
-12,010
93
$0 ﹤0.01%
+3
94
– –
-13,553
95
– –
-34,062
96
$0 ﹤0.01%
+3
97
– –
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98
$0 ﹤0.01%
+5
99
– –
-12,169
100
– –
-147,016
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4
5