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
$238M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$849K
3
+$462K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$445K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$311K

Top Sells

1
+$627K
2
+$556K
3
+$457K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$354K
5
SYK icon
Stryker
SYK
+$317K

Sector Composition

1 Financials 13.66%
2 Technology 12.46%
3 Industrials 10.72%
4 Healthcare 10.15%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.26%
79,412
+3,856
27
$2.8M 1.18%
110,418
-5,096
28
$2.6M 1.09%
1,200
29
$2.48M 1.04%
40,602
-5,028
30
$2.07M 0.87%
71,294
+1,097
31
$1.81M 0.76%
20,220
-316
32
$1.79M 0.75%
22,589
+1,058
33
$1.74M 0.73%
81,836
+250
34
$1.7M 0.72%
19,523
+37
35
$1.7M 0.71%
61,088
+16,008
36
$1.69M 0.71%
14,334
+214
37
$1.68M 0.7%
14,915
+530
38
$1.62M 0.68%
19,427
-1,523
39
$1.6M 0.67%
45,899
-1,601
40
$1.57M 0.66%
31,237
-725
41
$1.55M 0.65%
20,000
42
$1.51M 0.64%
48,018
-821
43
$1.49M 0.63%
10,528
+64
44
$1.45M 0.61%
28,643
45
$1.37M 0.57%
31,906
-4,502
46
$1.27M 0.54%
42,100
47
$1.27M 0.53%
31,540
+1,240
48
$1.26M 0.53%
10,594
+8,574
49
$1.22M 0.51%
56,773
50
$1.19M 0.5%
37,121
-279
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