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
$314M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.89M
3
+$4.29M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.89M
5
CVX icon
Chevron
CVX
+$2.47M

Top Sells

1
+$5.84M
2
+$2.8M
3
+$2.72M
4
WFC icon
Wells Fargo
WFC
+$1.83M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 19.3%
2 Financials 15.62%
3 Healthcare 10.34%
4 Industrials 9.78%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 1.03%
23,233
27
$2.87M 0.92%
24,032
+3,795
28
$2.83M 0.9%
16,756
+11,098
29
$2.72M 0.87%
30,455
+27,635
30
$2.7M 0.86%
18,866
-4,391
31
$2.65M 0.85%
8,973
+158
32
$2.43M 0.77%
57,816
-66,662
33
$2.37M 0.76%
17,200
+1,080
34
$2.36M 0.75%
59,560
-15,769
35
$2.32M 0.74%
9,383
-608
36
$1.9M 0.6%
32,228
-397
37
$1.79M 0.57%
12,751
+518
38
$1.75M 0.56%
6,771
-884
39
$1.68M 0.54%
20,513
40
$1.6M 0.51%
12,219
-2,432
41
$1.56M 0.5%
15,289
-2,539
42
$1.49M 0.47%
4,105
+111
43
$1.44M 0.46%
19,560
+4,234
44
$1.39M 0.44%
15,206
-185
45
$1.38M 0.44%
11,671
-100
46
$1.37M 0.44%
53,466
-71,361
47
$1.19M 0.38%
38,395
+8,687
48
$1.15M 0.37%
9,623
49
$1.04M 0.33%
11,386
-93
50
$1.03M 0.33%
11,306
+70
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