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
$269M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$616K
3
+$487K
4
PCAR icon
PACCAR
PCAR
+$444K
5
CSCO icon
Cisco
CSCO
+$410K

Top Sells

1
+$602K
2
+$571K
3
+$568K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$552K
5
FPI
Farmland Partners
FPI
+$548K

Sector Composition

1 Financials 14.67%
2 Technology 13.19%
3 Healthcare 11.29%
4 Industrials 9.99%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 1.19%
78,279
+1,127
27
$2.91M 1.08%
27,466
-1,488
28
$2.8M 1.04%
1,100
29
$2.56M 0.95%
75,210
+395
30
$2.33M 0.86%
25,108
+14
31
$1.96M 0.73%
77,850
+19,328
32
$1.88M 0.7%
21,536
+1,629
33
$1.82M 0.68%
81,836
34
$1.76M 0.65%
13,304
+375
35
$1.71M 0.64%
47,660
+2,805
36
$1.7M 0.63%
15,529
-707
37
$1.69M 0.63%
27,313
-563
38
$1.6M 0.59%
7,484
+17
39
$1.58M 0.59%
20,200
40
$1.51M 0.56%
50,703
+691
41
$1.48M 0.55%
31,900
42
$1.46M 0.54%
54,114
-6,454
43
$1.45M 0.54%
22,813
-190
44
$1.45M 0.54%
45,520
+9,453
45
$1.45M 0.54%
17,972
+950
46
$1.45M 0.54%
18,165
-1,158
47
$1.44M 0.53%
28,572
+1,615
48
$1.33M 0.49%
18,934
49
$1.27M 0.47%
44,770
-13,394
50
$1.27M 0.47%
9,780
-906
1
2
3 4 5