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
$454M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$3.06M
3
+$1.52M
4
MDT icon
Medtronic
MDT
+$1.04M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$905K

Top Sells

1
+$5.15M
2
+$1.72M
3
+$1.34M
4
VFC icon
VF Corp
VFC
+$1.01M
5
VB icon
Vanguard Small-Cap ETF
VB
+$499K

Sector Composition

1 Technology 19.13%
2 Financials 12.68%
3 Industrials 11.24%
4 Healthcare 9.76%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 1.02%
30,982
-115
27
$4.53M 1%
110,220
-4,044
28
$4.2M 0.92%
8,794
-62
29
$3.71M 0.82%
25,308
+540
30
$3.63M 0.8%
14,780
+1
31
$3.61M 0.8%
23,784
+118
32
$3.53M 0.78%
17,612
33
$3.43M 0.76%
8,048
-87
34
$3.39M 0.75%
8,287
+238
35
$3.27M 0.72%
35,800
-2,029
36
$3.12M 0.69%
29,015
37
$3.1M 0.68%
7,103
+884
38
$3.06M 0.67%
18,032
39
$2.92M 0.64%
4,425
+3
40
$2.89M 0.64%
35,034
+12,589
41
$2.83M 0.62%
12,145
+371
42
$2.74M 0.6%
53,308
-1,856
43
$2.42M 0.53%
12,221
+51
44
$2.34M 0.52%
48,499
+2,639
45
$2.28M 0.5%
129,195
+2,262
46
$2.23M 0.49%
15,644
+26
47
$2.23M 0.49%
22,733
48
$2.21M 0.49%
20,296
+128
49
$2.17M 0.48%
10,158
-2,337
50
$2.13M 0.47%
12,928
1
2
3 4 5