PAM

Peak Asset Management Portfolio holdings

AUM $546M
1-Year Est. Return 18.64%
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$142K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.07M
3
+$492K
4
BMY icon
Bristol-Myers Squibb
BMY
+$223K
5
CSCO icon
Cisco
CSCO
+$215K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.16M
4
SPGI icon
S&P Global
SPGI
+$713K
5
MSFT icon
Microsoft
MSFT
+$588K

Sector Composition

1 Financials 17.46%
2 Technology 16.92%
3 Healthcare 10.59%
4 Industrials 8.93%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.3%
49,337
+25,608
27
$3.66M 1.2%
39,988
+2,092
28
$3.26M 1.07%
81,014
-1,382
29
$3.12M 1.02%
1,000
30
$2.92M 0.95%
26,800
31
$2.85M 0.93%
33,585
-3,852
32
$2.84M 0.93%
22,852
-636
33
$2.83M 0.92%
105,814
+390
34
$1.93M 0.63%
16,212
+1,209
35
$1.89M 0.62%
6,973
-222
36
$1.81M 0.59%
28,031
37
$1.8M 0.59%
20,833
-835
38
$1.79M 0.59%
16,567
+200
39
$1.69M 0.55%
14,926
-49
40
$1.5M 0.49%
7,917
+703
41
$1.46M 0.48%
28,875
+4,405
42
$1.42M 0.46%
28,124
-3,345
43
$1.38M 0.45%
5,109
+2
44
$1.35M 0.44%
114,582
-7,830
45
$1.34M 0.44%
10,369
-1,858
46
$1.31M 0.43%
16,356
-135
47
$1.28M 0.42%
15,246
-73
48
$1.25M 0.41%
11,701
-122
49
$1.23M 0.4%
65,256
-5,829
50
$1.12M 0.37%
32,909
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2
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