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PCM

Peak Capital Management Portfolio holdings

AUM $93.5M
1-Year Est. Return 2.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$2.2M
3
+$995K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$993K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$610K

Top Sells

1
+$7.18M
2
+$5.58M
3
+$3.14M
4
BX icon
Blackstone
BX
+$1.93M
5
VLO icon
Valero Energy
VLO
+$1.5M

Sector Composition

1 Financials 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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6
128
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129
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130
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131
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-2,500
132
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135
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142
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$0 ﹤0.01%
15
145
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3
146
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147
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148
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-1,000
149
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-20,000
150
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-591
4 5
6
7 8