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
$414M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.26M
3
+$1.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.25M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.2M

Top Sells

1
+$1.95M
2
+$1.13M
3
+$1.03M
4
MSFT icon
Microsoft
MSFT
+$868K
5
JPM icon
JPMorgan Chase
JPM
+$791K

Sector Composition

1 Technology 18.36%
2 Financials 14.56%
3 Industrials 10.04%
4 Healthcare 9.11%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.1M 1.23%
59,094
-6,109
27
$4.74M 1.15%
91,132
+22,389
28
$4.54M 1.1%
22,733
29
$4.12M 1%
39,336
+1,268
30
$4.07M 0.98%
18,440
-650
31
$3.61M 0.87%
26,635
+3,928
32
$3.49M 0.84%
15,821
+406
33
$3.23M 0.78%
60,932
+5,689
34
$3.17M 0.77%
8,900
-26
35
$2.98M 0.72%
21,025
+1,420
36
$2.71M 0.65%
20,827
+4,694
37
$2.67M 0.65%
17,280
-40
38
$2.66M 0.64%
25,941
+3,514
39
$2.6M 0.63%
41,260
+7,005
40
$2.55M 0.62%
50,820
+45,105
41
$2.54M 0.61%
99,190
-10,482
42
$2.54M 0.61%
7,972
-490
43
$2.17M 0.53%
13,229
-520
44
$2.07M 0.5%
12,896
-821
45
$1.86M 0.45%
5,627
-821
46
$1.66M 0.4%
42,441
+6,751
47
$1.62M 0.39%
16,278
48
$1.56M 0.38%
13,013
-1,712
49
$1.51M 0.37%
3,310
-606
50
$1.48M 0.36%
32,288
+10,216
1
2
3 4 5