Peak Capital Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$14.7M |
| 2 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$10.4M |
| 3 |
Apple
AAPL
|
+$5.47M |
| 4 |
First Trust S&P REIT Index Fund
FRI
|
+$3.88M |
| 5 |
ETP
Energy Transfer Partners, L.P.
ETP
|
+$3.03M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 83.44% |
| 2 | Technology | 4.86% |
| 3 | Energy | 2.97% |
| 4 | Industrials | 1.97% |
| 5 | Consumer Staples | 1.96% |
Similar funds
Peak Capital Management's Q2 2018 Portfolio in Review
As of Q2 2018, Peak Capital Management held 195 positions worth $165M, up 28% from $129M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Peak Capital Management deployed $35.8M of net new capital in Q2 2018, opening 116 new positions and adding to 22 existing holdings. Its largest new stake was VanEck Fallen Angel High Yield Bond ETF: 505,262 shares worth $14.5M.
By sector, the portfolio is most concentrated in Miscellaneous at 83% of assets, down from 100% a quarter earlier, followed by Technology and Energy.
On the sell side, the largest reduction was Invesco Bloomberg Enhanced Fallen Angels ETF, an estimated $13.9M trimmed.
- Peak Capital Management's largest Q2 2018 buy was VanEck Fallen Angel High Yield Bond ETF: 505,262 shares worth $14.5M.
- Peak Capital Management added most to State Street SPDR Portfolio Long Term Treasury ETF in Q2 2018, an estimated $1.05M increase.
- Peak Capital Management's biggest Q2 2018 reduction was Invesco Bloomberg Enhanced Fallen Angels ETF, cutting an estimated $13.9M.
- Peak Capital Management fully exited PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2018, selling an estimated $9.99M.
- Peak Capital Management's ten largest holdings make up 53% of its $165M portfolio in Q2 2018.
- Peak Capital Management opened 116 new positions and closed 4 in Q2 2018.
- Peak Capital Management's portfolio value rose 28% quarter-over-quarter to $165M.
Based on Peak Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.