PCM
Peak Capital Management Portfolio holdings
AUM
$93.5M
1-Year Return
2.28%
This Quarter Return
-1.86%
1 Year Return
-2.28%
3 Year Return
+9.52%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
-$17.9M
(-12%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-9.16%
Top 10 Holdings %
Top 10 Hldgs %
64.2%
Holding
102
New
45
Increased
14
Reduced
20
Closed
23
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$4.56M |
| 2 |
First Trust S&P REIT Index Fund
FRI
|
$2.96M |
| 3 |
ETP
Energy Transfer Partners, L.P.
ETP
|
$2.69M |
| 4 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$1.75M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.56M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Staples | 0% |
| 3 | Energy | 0% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |