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
$383M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$4.93M
3
+$869K
4
NET icon
Cloudflare
NET
+$564K
5
SPG icon
Simon Property Group
SPG
+$533K

Top Sells

1
+$1.88M
2
+$1.76M
3
+$1.17M
4
WFC icon
Wells Fargo
WFC
+$732K
5
ORCL icon
Oracle
ORCL
+$530K

Sector Composition

1 Technology 19.52%
2 Financials 14.73%
3 Healthcare 9.98%
4 Industrials 9.73%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.29M 1.38%
12,604
+114
27
$4.06M 1.06%
22,733
28
$3.74M 0.98%
19,090
+374
29
$3.44M 0.9%
68,743
+4,999
30
$3.21M 0.84%
38,068
+1,480
31
$3.21M 0.84%
15,415
-1,341
32
$3.19M 0.83%
8,926
+33
33
$3.16M 0.83%
22,707
-453
34
$2.82M 0.74%
17,320
+360
35
$2.82M 0.74%
109,672
-17,596
36
$2.65M 0.69%
8,462
-358
37
$2.5M 0.65%
19,605
+3,073
38
$2.23M 0.58%
16,133
-158
39
$2.21M 0.58%
13,717
+629
40
$2.21M 0.58%
55,243
-5,179
41
$2.16M 0.57%
13,749
+176
42
$2.13M 0.56%
34,255
+1,952
43
$1.97M 0.52%
6,448
-230
44
$1.95M 0.51%
22,427
+975
45
$1.82M 0.48%
3,916
+3
46
$1.61M 0.42%
14,725
-267
47
$1.58M 0.41%
8,945
-478
48
$1.57M 0.41%
16,278
-510
49
$1.53M 0.4%
19,569
+154
50
$1.51M 0.4%
10,701
-24
1
2
3 4 5