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
$191M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$922K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$835K
5
XOM icon
Exxon Mobil
XOM
+$695K

Top Sells

1
+$12.2M
2
+$6.14M
3
+$4.68M
4
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$1.42M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.41M

Sector Composition

1 Financials 14.36%
2 Technology 13.23%
3 Industrials 10.72%
4 Healthcare 10.64%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.27%
59,015
+24,706
27
$2.16M 1.13%
10,416
+4,028
28
$1.6M 0.84%
40,376
-1,214
29
$1.59M 0.83%
33,912
+6,695
30
$1.58M 0.83%
12,449
+683
31
$1.56M 0.82%
13,324
-264
32
$1.51M 0.79%
15,530
-771
33
$1.44M 0.75%
11,287
+733
34
$1.34M 0.7%
16,148
+8,345
35
$1.34M 0.7%
26,844
+18,422
36
$1.26M 0.66%
16,094
+8,848
37
$1.26M 0.66%
11,545
+5,056
38
$1.21M 0.64%
25,116
-405
39
$1.19M 0.62%
46,185
+5,440
40
$1.12M 0.59%
28,643
+5,850
41
$1.04M 0.54%
+8,049
42
$1.03M 0.54%
8,506
-103
43
$1.01M 0.53%
17,224
44
$997K 0.52%
50,083
+5,524
45
$972K 0.51%
22,500
46
$886K 0.46%
27,856
+1,202
47
$842K 0.44%
19,872
48
$789K 0.41%
17,193
+156
49
$712K 0.37%
8,258
+3,045
50
$711K 0.37%
13,084
-4,686
1
2
3 4 5