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
$204M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$889K
3
+$808K
4
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$789K
5
RGLD icon
Royal Gold
RGLD
+$729K

Top Sells

1
+$1,000K
2
+$689K
3
+$608K
4
NOV icon
NOV
NOV
+$549K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$443K

Sector Composition

1 Financials 14.05%
2 Technology 12.73%
3 Healthcare 10.16%
4 Industrials 10.07%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.32%
24,087
+8,129
27
$2.37M 1.17%
1,200
28
$2.07M 1.02%
68,821
-127
29
$1.8M 0.88%
8,781
-1,291
30
$1.77M 0.87%
17,542
+4,351
31
$1.61M 0.79%
32,287
-447
32
$1.6M 0.78%
20,113
-323
33
$1.57M 0.77%
20,172
+1,406
34
$1.51M 0.74%
10,086
-2,274
35
$1.31M 0.64%
12,126
+629
36
$1.29M 0.64%
12,601
-488
37
$1.26M 0.62%
28,643
38
$1.18M 0.58%
9,836
-1,740
39
$1.14M 0.56%
42,100
-3,305
40
$1.14M 0.56%
37,242
+7,320
41
$970K 0.48%
7,700
-739
42
$808K 0.4%
+20,780
43
$801K 0.39%
15,902
+2,022
44
$789K 0.39%
+23,993
45
$766K 0.38%
10,452
+5,875
46
$756K 0.37%
6,830
-836
47
$745K 0.37%
47,157
+13,245
48
$743K 0.37%
17,111
+4,133
49
$734K 0.36%
22,811
-13,769
50
$731K 0.36%
5,557
+161
1
2
3 4 5