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PAM

Peak Asset Management Portfolio holdings

AUM $567M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+4.89%
1 Year Est. Return
+16.44%
3 Year Est. Return
+58.14%
5 Year Est. Return
+77.33%
10 Year Est. Return
+258.34%
AUM
$190M
AUM Growth
–
Cap. Flow
+$443M
Cap. Flow %
233.52%
Top 10 Hldgs %
35.48%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–

Top Buys

1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$260M
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.2M
3
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$7.26M
4
DIS icon
Walt Disney
DIS
+$7.06M
5
MSFT icon
Microsoft
MSFT
+$6.29M

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
BAX icon
51
Baxter International
BAX
$11.2B
$698K 0.37%
+17,543
New +$683K
PG icon
52
Procter & Gamble
PG
$341B
$660K 0.35%
+7,246
New +$638K
RSP icon
53
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$648K 0.34%
+8,091
New +$629K
LOW icon
54
Lowe's Companies
LOW
$117B
$647K 0.34%
+9,403
New +$563K
CSD icon
55
Invesco S&P Spin-Off ETF
CSD
$219M
$637K 0.34%
+14,217
New +$639K
IJJ icon
56
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.73B
$620K 0.33%
+9,698
New +$601K
PWX
57
DELISTED
Providence & Worcester Railroad Company
PWX
$617K 0.32%
+34,269
New +$621K
BCX icon
58
BlackRock Resources & Commodities Strategy Trust
BCX
$891M
$608K 0.32%
+62,583
New +$654K
BMY icon
59
Bristol-Myers Squibb
BMY
$119B
$588K 0.31%
+9,956
New +$561K
SYNT
60
DELISTED
Syntel Inc
SYNT
$575K 0.3%
+12,820
New +$562K
QCOM icon
61
Qualcomm
QCOM
$189B
$537K 0.28%
+7,228
New +$529K
IEI icon
62
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$532K 0.28%
+4,349
New +$533K
UPS icon
63
United Parcel Service
UPS
$96.4B
$530K 0.28%
+4,766
New +$503K
XLF icon
64
State Street Financial Select Sector SPDR ETF
XLF
$54.7B
$526K 0.28%
+24,208
New +$507K
ABT icon
65
Abbott
ABT
$156B
$516K 0.27%
+11,470
New +$500K
MA icon
66
Mastercard
MA
$476B
$495K 0.26%
+5,745
New +$469K
INTC icon
67
Intel
INTC
$548B
$481K 0.25%
+13,267
New +$462K
GMLP
68
DELISTED
Golar LNG Partners LP
GMLP
$476K 0.25%
+15,283
New +$501K
NSH
69
DELISTED
NuStar GP Holdings LLC
NSH
$475K 0.25%
+13,790
New +$510K
APD icon
70
Air Products & Chemicals
APD
$67.2B
$454K 0.24%
+3,405
New +$431K
ESRX
71
DELISTED
Express Scripts Holding Company
ESRX
$449K 0.24%
+5,301
New +$414K
J icon
72
Jacobs Solutions
J
$15.2B
$447K 0.24%
+12,090
New +$461K
CNI icon
73
Canadian National Railway
CNI
$75.9B
$446K 0.23%
+6,475
New +$443K
AGG icon
74
iShares Core US Aggregate Bond ETF
AGG
$138B
$442K 0.23%
+4,014
New +$442K
VZ icon
75
Verizon
VZ
$177B
$425K 0.22%
+9,076
New +$444K
1 2
3
4 5

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BCMLT
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SAM
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PPW
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GWI
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FG
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