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
$414M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.9M
3
+$1.88M
4
MDT icon
Medtronic
MDT
+$1.76M
5
VFC icon
VF Corp
VFC
+$1.08M

Top Sells

1
+$5.85M
2
+$2.66M
3
+$1.19M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.08M
5
SYK icon
Stryker
SYK
+$603K

Sector Composition

1 Technology 19.05%
2 Financials 11.98%
3 Industrials 10.98%
4 Healthcare 10.1%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.07M 1.22%
11,100
-164
27
$4.48M 1.08%
114,264
+9,386
28
$3.95M 0.95%
+71,102
29
$3.8M 0.92%
8,856
-182
30
$3.61M 0.87%
24,768
31
$3.47M 0.84%
37,829
-11,718
32
$3.37M 0.81%
136,338
+1,923
33
$3.28M 0.79%
29,015
34
$3.22M 0.78%
8,135
-10
35
$3.2M 0.77%
55,164
+2,421
36
$3.11M 0.75%
17,612
-11
37
$3.06M 0.74%
18,032
-1,105
38
$3.01M 0.73%
14,779
39
$3.01M 0.73%
23,666
-54
40
$2.88M 0.7%
8,049
+17
41
$2.52M 0.61%
25,187
-58,468
42
$2.5M 0.6%
4,422
43
$2.45M 0.59%
11,774
+248
44
$2.44M 0.59%
6,219
+187
45
$2.36M 0.57%
12,495
-585
46
$2.2M 0.53%
45,860
+747
47
$2.1M 0.51%
126,933
+755
48
$2.08M 0.5%
20,168
+275
49
$2.06M 0.5%
35,374
-490
50
$2.06M 0.5%
12,170
+248
1
2
3 4 5