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

Top Buys

1
+$3.98M
2
+$1.51M
3
+$1.48M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.43M
5
MBB icon
iShares MBS ETF
MBB
+$1.17M

Top Sells

1
+$7.48M
2
+$2.23M
3
+$1.89M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.61M
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
101
– –
-9,958
102
– –
-11,449
103
– –
-1,583
104
– –
-13,546
105
– –
-5,115
106
– –
-28,674
107
– –
-13,079
1 2 3 4
5