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
$98.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$4.81M
3 +$4.67M
4
AAPL icon
Apple
AAPL
+$3.64M
5
AMZN icon
Amazon
AMZN
+$3.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 53.29%
2 Communication Services 14.39%
3 Consumer Discretionary 9.38%
4 Industrials 2.73%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$241K 0.24%
+5,000
52
$195K 0.19%
+10,000