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
$190M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.37M
3
+$7.25M
4
HD icon
Home Depot
HD
+$6.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.58%
2 Financials 11.13%
3 Industrials 10.19%
4 Healthcare 10.01%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$698K 0.37%
+17,543
52
$660K 0.35%
+7,246
53
$648K 0.34%
+8,091
54
$647K 0.34%
+9,403
55
$637K 0.34%
+14,217
56
$620K 0.33%
+9,698
57
$617K 0.32%
+34,269
58
$608K 0.32%
+62,583
59
$588K 0.31%
+9,956
60
$575K 0.3%
+12,820
61
$537K 0.28%
+7,228
62
$532K 0.28%
+4,349
63
$530K 0.28%
+4,766
64
$526K 0.28%
+24,208
65
$516K 0.27%
+11,470
66
$495K 0.26%
+5,745
67
$481K 0.25%
+13,267
68
$476K 0.25%
+15,283
69
$475K 0.25%
+13,790
70
$454K 0.24%
+3,405
71
$449K 0.24%
+5,301
72
$447K 0.24%
+12,090
73
$446K 0.23%
+6,475
74
$442K 0.23%
+4,014
75
$425K 0.22%
+9,076
1 2
3
4 5