PCM
Peak Capital Management Portfolio holdings
AUM
$93.5M
1-Year Return
2.28%
This Quarter Return
+1.48%
1 Year Return
-2.28%
3 Year Return
+9.52%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$36.2M
(+28%)
Cap. Flow
+$35.9M
Cap. Flow
% of AUM
21.73%
Top 10 Holdings %
Top 10 Hldgs %
52.61%
Holding
195
New
116
Increased
22
Reduced
11
Closed
4
Top Buys
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$14.5M |
| 2 |
Invesco S&P 500 Quality ETF
SPHQ
|
$10.3M |
| 3 |
Apple
AAPL
|
$5.58M |
| 4 |
First Trust S&P REIT Index Fund
FRI
|
$4.11M |
| 5 |
ETP
Energy Transfer Partners, L.P.
ETP
|
$3.14M |
Top Sells
Sector Composition
| 1 | Technology | 4.86% |
| 2 | Industrials | 1.97% |
| 3 | Consumer Staples | 1.96% |
| 4 | Financials | 1.84% |
| 5 | Energy | 1.07% |
