Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
5
0
0
0
0
0
1
0
0
PEAK FINANCIAL MANAGEMENT INC

Time Period2018-12-31

Total Holdings54

Total Value ($x1000)203,234
Activities
New10

Increased18

Unchanged5

Decreased21

Sold Out7

Top 10 Stock Holdingstotal 52.85%
VTI9.47

RYH6.32

VOO6.11

EFAV5.88

SCHF5.47

 
ACIM4.91

AGG4.61

SCHP3.72

IHY3.38

VNQ2.98

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
9.47%
TOTAL STK MKT
RYH
6.32%
S&P500 EQL HLT
VOO
6.11%
SHS
EFAV
5.88%
EAFE MIN VOL ETF
SCHF
5.47%
INTL EQTY ETF
ACIM
4.91%
MSCI ACWI ETF
AGG
4.61%
CORE TOTUSBD ETF
SCHP
3.72%
US TIPS ETF
IHY
3.38%
INTL HIGH YIELD
VNQ
2.98%
REIT ETF
BKLN
2.95%
SR LN ETF
GLTR
2.92%
PHYSCL PM BASKET
SCHC
2.85%
INTL SCEQT ETF
SHYG
2.81%
0-5YR HI YL CP
MORT
2.81%
MTG REIT INCOME
VCIT
2.73%
INT-TERM CORP
BWX
2.7%
BRCLYS INTL ETF
FMAT
2.53%
MSCI MATLS INDEX
COMT
2.44%
COMMOD SEL STG
VWO
2.42%
FTSE EMR MKT ETF
IEFA
2.02%
CORE MSCI EAFE
SCHB
1.79%
US BRD MKT ETF
SCHZ
1.62%
US AGGREGATE B
ACWI
1.52%
MSCI ACWI ETF
IJR
1.42%
CORE S&P SCP ETF
TOTL
1.41%
SPDR TR TACTIC
SCHX
1.35%
US LRG CAP ETF
TIP
1.26%
TIPS BD ETF
AAPL
1%
COM
RTM
0.76%
S&P500 EQL MAT
CEF
0.69%
UNIT
CEF
0.69%
CL A
BOND
0.59%
TOTL RETN ETF
DJP
0.27%
DJUBS CMDT ETN36
XLV
0.27%
SBI HEALTHCARE
PG
0.25%
COM
VZ
0.24%
COM
DEO
0.24%
SPON ADR NEW
SCHE
0.23%
EMRG MKTEQ ETF
SCHH
0.22%
US REIT ETF
ITOT
0.21%
CORE S&P TTL STK
SCZ
0.21%
EAFE SML CP ETF
SPY
0.2%
TR UNIT
RTN
0.19%
COM NEW
XOM
0.18%
COM
SCHM
0.17%
US MID-CAP ETF
VGT
0.16%
INF TECH ETF
PHYS
0.15%
UNIT
IVV
0.14%
CORE S&P500 ETF
MSFT
0.12%
COM
ENB
0.12%
COM
LMAT
0.12%
COM
IEMG
0.1%
CORE MSCI EMKT
VEA
0.1%
FTSE DEV MKT ETF
GLTR
3.07%
PHYS PM BSKT
AMJ
0.99%
ALERIAN ML ETN
KYN
0.52%
COM
CORP
0.2%
INV GRD CRP BD
VCR
0.1%
CONSUM DIS ETF
BNDX
0.1%
INTL BD IDX ETF
BABA
0.1%
SPONSORED ADS