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PAM
Peak Asset Management Portfolio holdings
AUM
$567M
1-Year Est. Return
16.44%
This Fund
S&P 500
This Quarter
Est. Return
-11.43%
1 Year Est. Return
+16.44%
3 Year Est. Return
+58.14%
5 Year Est. Return
+77.33%
10 Year Est. Return
+258.34%
AUM
$267M
AUM Growth
-$30M
(-10%)
Cap. Flow
+$6.22M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
37.15%
Holding
140
New
10
Increased
63
Reduced
40
Closed
12
Top Buys
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.65M |
| 2 |
HYLD
High Yield ETF
HYLD
|
+$1.6M |
| 3 |
ProShares UltraShort S&P500
SDS
|
+$853K |
| 4 |
S&P Global
SPGI
|
+$759K |
| 5 |
JPMorgan Chase
JPM
|
+$692K |
Top Sells
Sector Composition
| 1 | Financials | 16.6% |
| 2 | Technology | 15.82% |
| 3 | Healthcare | 12.39% |
| 4 | Industrials | 8.78% |
| 5 | Communication Services | 5.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class A
BRK.A
$1.06T
| $3.37M | 1.26% |
1,100
| – | – |
|
27
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
| $3.34M | 1.25% |
39,949
-4,023
| -9% | -$334K |
|
28
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.27B
| $2.78M | 1.04% |
27,049
+170
| +0.6% | +$17.3K |
|
29
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $2.78M | 1.04% |
72,853
-251
| -0.3% | -$9.72K |
|
|
30
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $2.65M | 1% |
+28,995
| New | +$2.65M |
|
|
CAJ
31
DELISTED
Canon, Inc.
CAJ
| $2.64M | 0.99% |
95,565
-11,073
| -10% | -$321K |
|
32
Procter & Gamble
PG
$340B
| $2.27M | 0.85% |
24,738
-381
| -2% | -$34.1K |
|
33
Alphabet (Google) Class A
GOOGL
$4.39T
| $2.03M | 0.76% |
38,880
+1,900
| +5% | +$103K |
|
34
iShares Core US Aggregate Bond ETF
AGG
$138B
| $1.76M | 0.66% |
16,531
-224
| -1% | -$23.5K |
|
35
VanEck High Yield Muni ETF
HYD
$4.5B
| $1.72M | 0.65% |
28,231
+651
| +2% | +$39.7K |
|
36
Johnson & Johnson
JNJ
$611B
| $1.61M | 0.6% |
12,488
+179
| +1% | +$25K |
|
37
Golar LNG
GLNG
$5.28B
| $1.59M | 0.6% |
73,136
+3,300
| +5% | +$85.3K |
|
38
Invesco Ultra Short Duration ETF
GSY
$3.83B
| $1.59M | 0.6% |
31,760
-595
| -2% | -$29.9K |
|
39
Republic Services
RSG
$67.7B
| $1.57M | 0.59% |
21,790
+140
| +0.6% | +$10.3K |
|
|
HYLD
40
DELISTED
High Yield ETF
HYLD
| $1.52M | 0.57% |
+45,057
| New | +$1.6M |
|
41
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
| $1.5M | 0.56% |
16,435
-3,040
| -16% | -$301K |
|
42
Mastercard
MA
$475B
| $1.5M | 0.56% |
7,940
+540
| +7% | +$107K |
|
43
Pfizer
PFE
$138B
| $1.46M | 0.55% |
35,226
| – | – |
|
|
44
ProShares UltraShort S&P500
SDS
$380M
| $1.38M | 0.52% |
1,283
+892
| +228% | +$853K |
|
45
Merck
MRK
$298B
| $1.35M | 0.51% |
18,464
-1,586
| -8% | -$112K |
|
46
iShares MSCI USA Momentum Factor ETF
MTUM
$27.3B
| $1.34M | 0.5% |
13,373
+388
| +3% | +$41.5K |
|
47
Abbott
ABT
$155B
| $1.24M | 0.46% |
17,096
-638
| -4% | -$44.8K |
|
48
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
| $1.12M | 0.42% |
4,791
-2,044
| -30% | -$510K |
|
49
Schwab US Large- Cap ETF
SCHX
$72.5B
| $1.1M | 0.41% |
110,466
+114
| +0.1% | +$1.22K |
|
50
Schwab US Mid-Cap ETF
SCHM
$14.8B
| $1.09M | 0.41% |
68,277
+16,299
| +31% | +$285K |
|
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