PAM

Peak Asset Management Portfolio holdings

AUM $573M
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$831K
3
+$574K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$518K
5
NET icon
Cloudflare
NET
+$509K

Top Sells

1
+$1.31M
2
+$779K
3
+$427K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$402K
5
MSFT icon
Microsoft
MSFT
+$364K

Sector Composition

1 Technology 20.11%
2 Financials 15.39%
3 Industrials 10.03%
4 Healthcare 9.58%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 1.18%
95,675
-2,745
27
$4.7M 1.16%
69,369
+8,467
28
$4.05M 1%
39,936
+440
29
$4.05M 1%
18,515
+40
30
$3.98M 0.98%
22,733
31
$3.68M 0.91%
24,566
+1,388
32
$3.42M 0.84%
24,490
-683
33
$3.14M 0.77%
16,027
34
$3.01M 0.74%
8,658
+19
35
$2.95M 0.73%
17,980
+520
36
$2.94M 0.72%
49,612
+6,385
37
$2.91M 0.72%
8,119
-97
38
$2.49M 0.61%
14,166
+728
39
$2.11M 0.52%
13,062
40
$2.09M 0.52%
81,606
-2,410
41
$1.94M 0.48%
116,179
+18,615
42
$1.92M 0.47%
15,986
-292
43
$1.86M 0.46%
3,258
-27
44
$1.6M 0.39%
14,646
+1,025
45
$1.58M 0.39%
3,521
-30
46
$1.57M 0.39%
6,636
+1,030
47
$1.57M 0.39%
12,072
+116
48
$1.56M 0.38%
36,291
-800
49
$1.53M 0.38%
13,031
+50
50
$1.52M 0.37%
12,863
-100
1
2
3 4 5