PL
PeakShares LLC Portfolio holdings
AUM
$109M
1 Year Est. Return
–
AUM
$109M
AUM Growth
+$6.53M
(+6.4%)
Holding
134
Top Buys
| 1 | +$1.17M | |
| 2 | +$1.11M | |
| 3 | +$1.06M | |
| 4 |
Altria Group
MO
|
+$1.06M |
| 5 |
Newmont
NEM
|
+$1.04M |
Top Sells
| 1 | +$1.08M | |
| 2 | +$1.04M | |
| 3 | +$1.04M | |
| 4 |
Procter & Gamble
PG
|
+$994K |
| 5 |
Qualcomm
QCOM
|
+$977K |
Sector Composition
| 1 | Technology | 23.57% |
| 2 | Healthcare | 7.51% |
| 3 | Financials | 7.48% |
| 4 | Consumer Discretionary | 7.05% |
| 5 | Communication Services | 6.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Procter & Gamble
PG
$334B
| – | – |
-6,936
|
|
||
|
127
Qualcomm
QCOM
$225B
| – | – |
-5,712
|
|
||
128
SiriusXM
SIRI
$9.76B
| – | – |
-2,319
|
|
||
129
iShares Treasury Floating Rate Bond ETF
TFLO
$6.53B
| – | – |
-12,522
|
|
||
130
United Airlines
UAL
$32.3B
| – | – |
-518
|
|
||
131
Ulta Beauty
ULTA
$22B
| – | – |
-261
|
|
||
132
WisdomTree Floating Rate Treasury Fund
USFR
$16.9B
| – | – |
-12,561
|
|
||
133
Vanguard Long-Term Treasury ETF
VGLT
$9.85B
| – | – |
-15,849
|
|
||
134
Vanguard Industrials ETF
VIS
$7.59B
| – | – |
-20
|
|