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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
+1.72%
1 Year Est. Return
-2.28%
3 Year Est. Return
+9.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
99.88%
Top 10 Holdings %
Top 10 Hldgs %
47.23%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$11.9M |
| 2 |
Apple
AAPL
|
+$11.7M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$10.4M |
| 4 |
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
|
+$9.53M |
| 5 |
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
|
+$8.76M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 76.92% |
| 2 | Technology | 7.79% |
| 3 | Energy | 3.39% |
| 4 | Industrials | 2.91% |
| 5 | Consumer Staples | 2.52% |
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Peak Capital Management's Q2 2017 Portfolio in Review
Q2 2017 is the first quarter with a 13F filing on record for Peak Capital Management, which disclosed 104 positions worth $179M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is State Street SPDR Portfolio Long Term Treasury ETF: 333,174 shares worth $12M.
By sector, the portfolio is most concentrated in Miscellaneous at 77% of assets, followed by Technology and Energy.
- Peak Capital Management's largest Q2 2017 buy was State Street SPDR Portfolio Long Term Treasury ETF: 333,174 shares worth $12M.
- Peak Capital Management's ten largest holdings make up 47% of its $179M portfolio in Q2 2017.
- Peak Capital Management disclosed 104 positions in Q2 2017, its first 13F filing on record.
Based on Peak Capital Management's 13F filing for Q2 2017, filed 13 Jul 2017.