PTC

Peak Ten Capital Portfolio holdings

AUM $46.5M
1-Year Est. Return 5.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.25M
2 +$3.42M
3 +$3.13M
4
PANW icon
Palo Alto Networks
PANW
+$3.12M
5
AAPL icon
Apple
AAPL
+$2.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 48.04%
2 Communication Services 17.64%
3 Industrials 4.83%
4 Financials 2.21%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$181K 0.22%
+10,000