PTC

Peak Ten Capital Portfolio holdings

AUM $46.5M
1-Year Est. Return 6.51%
This Quarter Est. Return
1 Year Est. Return
-6.51%
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 +$4.4M
2 +$3.67M
3 +$2.99M
4
FORM icon
FormFactor
FORM
+$2.95M
5
MCHP icon
Microchip Technology
MCHP
+$2.79M

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