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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
176
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-164,956
177
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178
$0 ﹤0.01%
5
179
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180
– –
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181
– –
-9,592
182
– –
-1,088
183
– –
-1,151
184
$0 ﹤0.01%
5
185
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-555
186
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-680
187
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-12,100
188
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-268
189
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-2
190
– –
-14,037
191
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-918
192
– –
-1,146
193
$0 ﹤0.01%
3
4 5 6 7
8