PAM

Peak Asset Management Portfolio holdings

AUM $573M
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.19M
3
+$1.78M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$986K
5
HYLD
High Yield ETF
HYLD
+$862K

Top Sells

1
+$5.98M
2
+$645K
3
+$281K
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$236K
5
DVY icon
iShares Select Dividend ETF
DVY
+$235K

Sector Composition

1 Financials 12.76%
2 Technology 11.92%
3 Healthcare 9.58%
4 Industrials 9.39%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 1.59%
52,901
-2,588
27
$2.71M 1.34%
76,522
-289
28
$2.61M 1.29%
1,200
29
$1.67M 0.83%
41,590
+2,709
30
$1.64M 0.81%
16,301
-360
31
$1.4M 0.7%
34,309
-259
32
$1.4M 0.69%
10,554
-220
33
$1.4M 0.69%
11,766
-148
34
$1.33M 0.66%
13,588
+297
35
$1.33M 0.66%
6,388
+918
36
$1.28M 0.63%
25,521
-337
37
$1.1M 0.55%
22,500
38
$1.05M 0.52%
8,609
+879
39
$1.02M 0.5%
17,224
40
$975K 0.48%
17,770
+239
41
$964K 0.48%
44,559
+4,540
42
$931K 0.46%
40,745
-1,555
43
$924K 0.46%
22,793
-240
44
$906K 0.45%
27,217
+3,000
45
$880K 0.44%
26,654
+203
46
$862K 0.43%
+20,817
47
$852K 0.42%
19,872
48
$809K 0.4%
17,037
+2,820
49
$723K 0.36%
6,489
+2,475
50
$701K 0.35%
8,599
-1,137
1
2
3 4 5