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
$204M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$889K
3
+$808K
4
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$789K
5
RGLD icon
Royal Gold
RGLD
+$729K

Top Sells

1
+$1,000K
2
+$689K
3
+$608K
4
NOV icon
NOV
NOV
+$549K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$443K

Sector Composition

1 Financials 14.05%
2 Technology 12.73%
3 Healthcare 10.16%
4 Industrials 10.07%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.36%
+20,000
52
$727K 0.36%
13,212
53
$701K 0.34%
17,959
+8,305
54
$670K 0.33%
42,335
+769
55
$658K 0.32%
17,112
+319
56
$636K 0.31%
8,303
+58
57
$594K 0.29%
8,631
-60
58
$592K 0.29%
7,576
+1,254
59
$590K 0.29%
14,652
60
$575K 0.28%
41,579
+577
61
$570K 0.28%
+10,000
62
$569K 0.28%
21,875
+7,984
63
$568K 0.28%
9,698
64
$566K 0.28%
8,112
-486
65
$532K 0.26%
5,468
-216
66
$530K 0.26%
6,069
+73
67
$514K 0.25%
15,720
+8,704
68
$504K 0.25%
+1,568
69
$492K 0.24%
10,960
70
$467K 0.23%
10,106
+2,851
71
$463K 0.23%
9,262
-1,727
72
$440K 0.22%
5,574
-54
73
$436K 0.21%
5,733
-550
74
$420K 0.21%
12,090
75
$417K 0.2%
2,939
1 2
3
4 5