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
$202M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.19M
3
+$1.78M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$986K
5
HYLD
High Yield ETF
HYLD
+$862K

Top Sells

1
+$5.98M
2
+$645K
3
+$281K
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$236K
5
DVY icon
iShares Select Dividend ETF
DVY
+$235K

Sector Composition

1 Financials 12.76%
2 Technology 11.92%
3 Healthcare 9.58%
4 Industrials 9.39%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.33%
7,803
-880
52
$663K 0.33%
12,820
53
$661K 0.33%
8,883
-520
54
$660K 0.33%
17,727
+184
55
$656K 0.33%
8,091
56
$641K 0.32%
+23,183
57
$635K 0.31%
9,698
58
$620K 0.31%
34,269
59
$611K 0.3%
9,471
-485
60
$594K 0.29%
7,246
61
$562K 0.28%
14,115
+6,285
62
$555K 0.28%
8,011
+783
63
$528K 0.26%
6,770
-3,014
64
$524K 0.26%
11,315
-155
65
$508K 0.25%
37,000
-47,000
66
$506K 0.25%
4,075
-274
67
$502K 0.25%
23,695
-513
68
$485K 0.24%
5,610
-135
69
$475K 0.24%
4,505
-56,699
70
$454K 0.23%
3,243
-162
71
$452K 0.22%
12,090
72
$435K 0.22%
5,213
+734
73
$433K 0.21%
6,475
74
$431K 0.21%
4,968
-333
75
$429K 0.21%
5,347
+1,565
1 2
3
4 5