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
$433M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.18M
3
+$609K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$570K
5
EMR icon
Emerson Electric
EMR
+$258K

Top Sells

1
+$857K
2
+$856K
3
+$783K
4
MSFT icon
Microsoft
MSFT
+$696K
5
AAPL icon
Apple
AAPL
+$420K

Sector Composition

1 Technology 21.55%
2 Financials 14.97%
3 Industrials 9.96%
4 Healthcare 9.69%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.03M 1.16%
69,719
+350
27
$4.73M 1.09%
95,701
+26
28
$4.57M 1.05%
38,958
-978
29
$4.29M 0.99%
22,733
30
$4.12M 0.95%
25,296
+730
31
$4.02M 0.93%
24,590
+100
32
$3.98M 0.92%
15,777
-250
33
$3.91M 0.9%
17,585
-930
34
$3.27M 0.75%
52,443
+2,831
35
$3.21M 0.74%
8,066
-53
36
$3.12M 0.72%
8,685
+27
37
$2.99M 0.69%
17,920
-60
38
$2.61M 0.6%
14,352
+186
39
$2.28M 0.53%
13,324
+262
40
$2.2M 0.51%
15,766
-220
41
$2.13M 0.49%
3,200
-58
42
$2.13M 0.49%
36,053
-238
43
$1.94M 0.45%
3,414
-107
44
$1.92M 0.44%
12,015
-57
45
$1.88M 0.43%
118,784
+2,605
46
$1.88M 0.43%
73,932
-7,674
47
$1.84M 0.43%
7,237
+601
48
$1.8M 0.41%
12,768
-95
49
$1.75M 0.4%
13,521
+490
50
$1.67M 0.39%
14,596
-50
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