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
$238M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$849K
3
+$462K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$445K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$311K

Top Sells

1
+$627K
2
+$556K
3
+$457K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$354K
5
SYK icon
Stryker
SYK
+$317K

Sector Composition

1 Financials 13.66%
2 Technology 12.46%
3 Industrials 10.72%
4 Healthcare 10.15%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.48%
18,284
+1,272
52
$1.11M 0.47%
8,581
-161
53
$1.02M 0.43%
41,019
-300
54
$1.01M 0.43%
15,172
+2,410
55
$983K 0.41%
6,669
-1
56
$963K 0.4%
16,164
57
$882K 0.37%
11,394
-624
58
$869K 0.37%
44,280
59
$849K 0.36%
+10,498
60
$837K 0.35%
10,641
+430
61
$822K 0.35%
18,091
+2,668
62
$809K 0.34%
7,954
+380
63
$788K 0.33%
8,081
64
$772K 0.32%
15,318
+395
65
$770K 0.32%
11,238
-420
66
$769K 0.32%
18,188
-45
67
$721K 0.3%
23,497
+1,622
68
$717K 0.3%
4,723
-20
69
$716K 0.3%
7,197
+2,077
70
$673K 0.28%
29,168
+13,480
71
$672K 0.28%
9,781
+117
72
$668K 0.28%
4,199
-35
73
$652K 0.27%
8,098
+37
74
$645K 0.27%
9,698
75
$640K 0.27%
14,652
1 2
3
4 5