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
$531M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.48M
3
+$1.36M
4
ACN icon
Accenture
ACN
+$871K
5
AMTM
Amentum Holdings
AMTM
+$774K

Top Sells

1
+$2.36M
2
+$1.68M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.48M
5
SYK icon
Stryker
SYK
+$980K

Sector Composition

1 Technology 21.4%
2 Financials 11.88%
3 Industrials 10.79%
4 Healthcare 8.7%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.84M 1.29%
64,947
-779
27
$5.55M 1.05%
9,751
-296
28
$5.44M 1.03%
9,434
-250
29
$5.42M 1.02%
90,294
+4,560
30
$4.76M 0.9%
25,559
-135
31
$4.73M 0.89%
32,124
+845
32
$4.24M 0.8%
24,487
-177
33
$3.91M 0.74%
7,910
-57
34
$3.79M 0.72%
4,280
-106
35
$3.78M 0.71%
17,133
-65
36
$3.54M 0.67%
14,365
-85
37
$3.49M 0.66%
53,952
+1,061
38
$3.14M 0.59%
24,240
-4,775
39
$2.94M 0.55%
133,042
-3,886
40
$2.92M 0.55%
11,436
-517
41
$2.9M 0.55%
32,243
-1,248
42
$2.67M 0.5%
10,113
-435
43
$2.5M 0.47%
22,733
44
$2.46M 0.46%
12,257
-125
45
$2.32M 0.44%
6,573
+2,465
46
$2.32M 0.44%
47,341
+730
47
$2.23M 0.42%
29,070
48
$2.22M 0.42%
60,436
-1,071
49
$2.11M 0.4%
14,876
-20
50
$2.1M 0.4%
3,403
+286
1
2
3 4 5