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
101
$204K 0.11%
+2,751
102
$108K 0.06%
+2,500
103
$41K 0.02%
+1,583
104
$6K ﹤0.01%
+58
1 2 3 4
5